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James Madl

Investment adviser representative at Hendricks Wealth and Estate Management
14 yearsExperience
1 stateRegistered in
$536.1MFirm assets
9 yearsFirm 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 assetsHourlyFixed 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.

  1. Hendricks Wealth and Estate ManagementJul 2021 to now
  2. Endricks Wealth and Estate ManagementJun 2021 to now
  3. American FreightFeb 2020 to Mar 2021
  4. Sears Outlet Stores, LLCOct 2018 to Feb 2020
  5. Sears Hometown & Outlet, LLCOct 2012 to Feb 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (IL).

Hendricks Wealth and Estate Management

Legal name: J.g.hendricks Financial Services, LLC

$536.1MAssets managed
919Clients
6Advisers
9 yearsIn 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
7393554
Firm CRD
289593
Advisor's SEC record (opens in a new tab)
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