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Adam Hendrickson

Schwab Wealth Advisory, Inc.

Edina, MN

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-04
  • MN RA
    APPROVED
    Since 2025-08-04

Branch Locations

3601 Minnesota Drive Suite 430, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Joshua Alan Oertli Edina MN 09/2016 11/2016
Northwestern Mutual Investment Services Llc Edina MN 11/2016 08/2017
Ameriprise Financial Services Inc Minneapolis MN 10/2017 03/2020
Ameriprise Financial Services, Llc Minneapolis MN 03/2020 07/2025
Charles Schwab & Co., Inc Edina MN 07/2025 Present
Schwab Wealth Advisory, Inc. Edina MN 07/2025 Present
  • 09/2016 → 11/2016
    Joshua Alan Oertli
    Edina, MN
  • 11/2016 → 08/2017
    Northwestern Mutual Investment Services Llc
    Edina, MN
  • 10/2017 → 03/2020
    Ameriprise Financial Services Inc
    Minneapolis, MN
  • 03/2020 → 07/2025
    Ameriprise Financial Services, Llc
    Minneapolis, MN
  • 07/2025 → Present
    Charles Schwab & Co., Inc
    Edina, MN
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Edina, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-25
S63 Uniform Securities Agent State Law Examination 2017-07-28
  • S65 Uniform Investment Adviser Law Examination
    2018-01-25
  • S63 Uniform Securities Agent State Law Examination
    2017-07-28
Other Names
  • Adam R Hendrickson
  • Adam Robert Hendrickson

View on SEC IAPD

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Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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