Lindsey Hendrickson has been an investment adviser representative at Bernicke Wealth Management since April 2025, and is not listed among the firm’s executive officers or direct owners. Lindsey Hendrickson holds a Bachelor's degree in Psychology (Emphasis in Human Resources) from the University of Wisconsin-Stout. Lindsey Hendrickson studied at the College for Financial Planning.
Bernicke Wealth Management, LTD. is an Altoona, WI firm with $887M under management, 868 clients and 6 advisers across 4 offices, as of its May 2026 filing.
Lindsey Hendrickson is a Wealth Manager at Bernicke Wealth Management. She spent time in accounting, then in lending at a financial institution helping clients find solutions to complex needs, before joining Bernicke. Income and tax planning are where most of her client conversations now center.
Lindsey Hendrickson’s longest registration was 4 years at Great Valley Advisor Group, Inc. (2020–2025). Before joining Bernicke Wealth Management in 2025, Lindsey Hendrickson was registered through Great Valley Advisor Group, Inc. and Bernicke Wealth Management, LTD.
- Bernicke Wealth ManagementCurrent– present · 1 yearMinnetonka, MN · Adviser representative · Firm CRD 335431
- Great Valley Advisor Group, Inc.– · 4 yearsAltoona, WI · Adviser representative · Firm CRD 123913
- Bernicke Wealth Management, LTD.– · 2 yearsAltoona, WI · Adviser representative · Firm CRD 164892
Professional designations
Listed by Bernicke Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Lindsey Hendrickson is registered as an investment adviser representative in 2 states. The first approvals date from April 2025; the most recent is Minnesota, in February 2026.
- MinnesotaSince 26 February 2026
- WisconsinSince 28 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 August 2017 |
| Series 7 | General Securities Representative Examination | 6 April 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lindsey Marie Hendrickson
- CRD
- 6735414
- Firm
- Bernicke Wealth Management · CRD 335431
- Office
- 11100 Wayzata Blvd., Minnetonka, MN 55305
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bernicke.com
Where does Lindsey Hendrickson work?
Lindsey Hendrickson is an investment adviser representative registered through Bernicke Wealth Management, LTD. since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Lindsey Hendrickson a financial advisor?
Yes. Lindsey Hendrickson has a current investment-adviser registration in Minnesota and Wisconsin, through Bernicke Wealth Management since April 2025.
How many years of experience does Lindsey Hendrickson have?
Lindsey Hendrickson has 9 years in the financial industry, since April 2017, across 3 adviser firms.
What exams has Lindsey Hendrickson passed?
Lindsey Hendrickson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2017. FINRA credited Lindsey Hendrickson with the SIE, which began in October 2018.
Where did Lindsey Hendrickson work before Bernicke Wealth Management?
Before Bernicke Wealth Management, Lindsey Hendrickson was registered through Great Valley Advisor Group, Inc., October 2020 to April 2025; Bernicke Wealth Management, LTD. (CRD 164892), June 2018 to August 2020.
Where is Lindsey Hendrickson based?
Lindsey Hendrickson’s registered office is in Minnetonka, MN.
Is Lindsey Hendrickson registered with FINRA?
Yes. Lindsey Hendrickson has a current broker registration, under CRD 6735414.
Source: FINRA BrokerCheck
Is Lindsey Hendrickson a CFP?
Bernicke Wealth Management lists Lindsey Hendrickson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Lindsey Hendrickson’s record?
Search CRD 6735414 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lindsey Hendrickson’s full registration record.
