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Lindsey Marie Hendrickson

Bernicke Wealth Management

Altoona, WI

Minnetonka, MN

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Current Employers
Bernicke Wealth Management

1565 Bluestem Blvd., Altoona, WI 54720 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-26
WI RA APPROVED 2025-04-28
  • MN RA
    APPROVED
    Since 2026-02-26
  • WI RA
    APPROVED
    Since 2025-04-28

Branch Locations

1565 Bluestem Blvd., Altoona, WI 54720 • United States

11100 Wayzata Blvd., Minnetonka, MN 55305 • 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
Triad Advisors, Inc. Norcross GA 12/2016 04/2017
Bernicke Wealth Management, Ltd Altoona WI 11/2016 01/2020
Axcess Financial Cincinnati OH 06/2013 11/2016
Triad Advisors, Inc. Norcross GA 04/2017 12/2017
Triad Advisors, Llc Norcross GA 01/2018 06/2019
Triad Advisors Norcross GA 07/2019 06/2020
Bernicke Wealth Management, Ltd Altoona WI 01/2020 06/2020
Lpl Financial, Llc Altoona WI 06/2020 04/2025
Great Valley Advisor Group, Inc. Altoona WI 10/2012 04/2025
Private Client Services Minnetonka MN 04/2025 Present
Bernicke Wealth Management Altoona WI 04/2025 Present
  • 12/2016 → 04/2017
    Triad Advisors, Inc.
    Norcross, GA
  • 11/2016 → 01/2020
    Bernicke Wealth Management, Ltd
    Altoona, WI
  • 06/2013 → 11/2016
    Axcess Financial
    Cincinnati, OH
  • 04/2017 → 12/2017
    Triad Advisors, Inc.
    Norcross, GA
  • 01/2018 → 06/2019
    Triad Advisors, Llc
    Norcross, GA
  • 07/2019 → 06/2020
    Triad Advisors
    Norcross, GA
  • 01/2020 → 06/2020
    Bernicke Wealth Management, Ltd
    Altoona, WI
  • 06/2020 → 04/2025
    Lpl Financial, Llc
    Altoona, WI
  • 10/2012 → 04/2025
    Great Valley Advisor Group, Inc.
    Altoona, WI
  • 04/2025 → Present
    Private Client Services
    Minnetonka, MN
  • 04/2025 → Present
    Bernicke Wealth Management
    Altoona, WI
Previous Registrations
  • 2020-10-27 → 2025-04-28
    Great Valley Advisor Group, Llc
    Altoona, WI
    Berwyn, PA
    Woodbury, MN
    Minnetonka, MN
  • 2018-06-22 → 2020-08-18
    Bernicke Wealth Management, Ltd.
    Altoona, WI
Other Businesses

1) Bernicke Wealth Management, Ltd. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. 120 hrs/mo; 120 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-16
  • S66 Uniform Combined State Law Examination
    2017-08-16

View on SEC IAPD

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Other Investors

STEVEN JAMES HOFFMAN
David K Guild
Brenden A Cullen
MATTHEW JAMES OLSON
DAVID EUGENE HOPKINS
DALE MICHAEL ROBL
Andrew Paul Reitzner
Kia Xiong-Yang

Other Offices

GREAT VALLEY ADVISOR GROUP, LLC · Altoona, WI
OSAIC WEALTH, INC. · Altoona, WI
EDWARD JONES · ALTOONA, WI
ALPHASTAR CAPITAL MANAGEMENT · Altoona, WI
EDWARD JONES · EAU CLAIRE, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EAU CLAIRE, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · Eau Claire, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Eau Claire, WI

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