Lindsey Hendrickson (CRD# 6735414) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 6 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6621851
Robert W. Baird & Company Incorporated
CRD# 5319186
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Altoona, WI | Jun 2020 - Current | 3 |
| Great Valley Advisor Group, Inc. | Altoona, WI | Oct 2012 - Current | 11 |
| Bernicke Wealth Management, Ltd | Altoona, WI | Jan 2020 - Jun 2020 | < 1 |
| Triad Advisors | Norcross, GA | Jul 2019 - Jun 2020 | < 1 |
| Bernicke Wealth Management, Ltd | Altoona, WI | Nov 2016 - Jan 2020 | 3 |
| Triad Advisors, LLC | Norcross, GA | Jan 2018 - Jun 2019 | 1 |
| Triad Advisors, Inc. | Norcross, GA | Apr 2017 - Dec 2017 | < 1 |
| Triad Advisors, Inc. | Norcross, GA | Dec 2016 - Apr 2017 | < 1 |
| Axcess Financial | Cincinnati, OH | Jun 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MN
- TX
- WI
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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