Lindsey Marie Hendrickson
Investment adviser representative at Bernicke Wealth Management
14 yearsExperience
2 statesRegistered in
$887.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Bernicke Wealth ManagementApr 2025 to now
- Private Client ServicesApr 2025 to now
- LPL Financial, LLCJun 2020 to Apr 2025
- Triad AdvisorsJul 2019 to Jun 2020
- Triad Advisors, LLCJan 2018 to Jun 2019
- Triad Advisors, Inc.Dec 2016 to Dec 2017
- Bernicke Wealth Management, LtdNov 2016 to Jun 2020
- Axcess FinancialJun 2013 to Nov 2016
- Great Valley Advisor Group, Inc.Oct 2012 to Apr 2025
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Bernicke Wealth Management
Legal name: Bernicke Wealth Management, Ltd.
$887.4MAssets managed
868Clients
12Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6735414
- Firm CRD
- 335431