Lindsey M. Hendrickson

BERNICKE WEALTH MANAGEMENT

Minnetonka, MN 55305

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CRD#: 6735414

Professional summary

Lindsey Marie Hendrickson, CFP® is a registered financial advisor currently at BERNICKE WEALTH MANAGEMENT located in Minnetonka, Minnesota and PRIVATE CLIENT SERVICES, LLC located in Altoona, Wisconsin.

Lindsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Lindsey has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Marie Hendrickson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

April 28, 2025 - Present

BERNICKE WEALTH MANAGEMENT

Office #1: 11100 Wayzata Blvd., Minnetonka, MN 55305

RIA

CRD#: 335431

Minnetonka, MN

Current

April 28, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1565 Bluestem Blvd, Altoona, WI 54720Office #2: 11100 Wayzata Blvd, Suite 540, Minnetonka, MN 55305Office #3: 1625 Radio Dr, Ste 110, Woodbury, MN 55125

RIA

CRD#: 120222

Altoona, WI

Past

October 27, 2020 - April 28, 2025

GREAT VALLEY ADVISOR GROUP, LLC

RIA

CRD#: 123913

ALTOONA, WI

Past

June 18, 2020 - May 5, 2025

LPL FINANCIAL LLC

CRD#: 6413

ALTOONA, WI

Past

June 22, 2018 - August 18, 2020

BERNICKE WEALTH MANAGEMENT, LTD.

RIA

CRD#: 164892

ALTOONA, WI

Past

April 6, 2017 - June 19, 2020

TRIAD ADVISORS LLC

CRD#: 25803

Altoona, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BERNICKE WEALTH MANAGEMENT

BERNICKE WEALTH MANAGEMENT | BERNICKE WEALTH MANAGEMENT, LTD.

CRD#: 335431 / SEC#: 801-132485

RIA

Registered Investment Advisory firm - (4/21/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(4/28/2025)

California
(4/28/2025)

Colorado
(4/28/2025)

District of Columbia
(4/28/2025)

Florida
(4/28/2025)

Idaho
(4/28/2025)

Illinois
(4/28/2025)

Indiana
(4/28/2025)

Iowa
(4/28/2025)

Maryland
(4/28/2025)

Michigan
(4/28/2025)

Minnesota
(4/28/2025)

IAR

Minnesota
(2/26/2026)

Montana
(4/29/2025)

New Mexico
(4/28/2025)

New York
(4/28/2025)

North Dakota
(4/28/2025)

Texas
(4/28/2025)

Virginia
(4/28/2025)

Wisconsin
(4/28/2025)

IAR

Wisconsin
(4/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/16/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BERNICKE WEALTH MANAGEMENT

BERNICKE WEALTH MANAGEMENT | BERNICKE WEALTH MANAGEMENT, LTD.

CRD#: 335431 / SEC#: 801-132485

RIA

Registered Investment Advisory firm - (4/21/2025 Approved)

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Contact information

Main Address

1565 Bluestem Blvd., Altoona, WI 54720

Mailing Address

Phone number

(715) 832-1173

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts	2,530
AUM (Assets Under Management)	$ 801,699,673

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lindsey M. Hendrickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Marie Hendrickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERNICKE WEALTH MANAGEMENT

PRIVATE CLIENT SERVICES, LLC

GREAT VALLEY ADVISOR GROUP, LLC

LPL FINANCIAL LLC

BERNICKE WEALTH MANAGEMENT, LTD.

TRIAD ADVISORS LLC

Primary Firm SEC Registration

BERNICKE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/16/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/6/2017

FINRA

Current Firm

BERNICKE WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERNICKE WEALTH MANAGEMENT

TRUST BUT VERIFY

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