Todd Kent Hendricks

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  Idaho State University
  Pocatello, ID
• 02/2012 → 09/2023
  Sagepoint Financial
  Rexburg, ID
• 09/2023 → Present
  Osaic Wealth, Inc.
  Rexburg, ID

Previous Registrations

• 2012-02-24 → 2023-09-01
  Osaic Services, Inc.
  Portland, OR
  Rexburg, ID
• 2005-09-08 → 2012-02-21
  Wells Fargo Advisors Financial Network, Llc
  Idaho Falls, ID
  Rexburg, ID
• 1999-09-02 → 2005-08-29
  Morgan Stanley Dw Inc.
  Idaho Falls, ID

Other Businesses

1) ELITE CHEER LLC, 2710 EASTVIEW DRIVE, IDAHO FALLS, ID,CHEERLEADING, DANCE,GYMNASTICS INSTRUCTION,CO-OWNER WITH SPOUSE,NO TIME DEVOTED, START DATE 10/1/2002. 2) INTERMOUNTAIN THERAPEUTIC SHOES,ROXBURG, ID 83496,1/8 OWNER,FAMILY OWNED BUSINESS,NO TIME DEVOTED,START DATE 7/1/2006. 3) EASTVIEW GROUP LLC, 2710 EASTVIEW DR, IDAHO FALLS, ID 83401, HOLDS RENTAL PROPERTY, 4 HRS/MTH NONE DURING BUSINESS HOURS, START 9/05. 4) C&H HOLDINGS, NOT INVEST RELATED, 854 S YELLOWSTONE HIGHWAY SUITE 101 ROXBURG ID, COMPANY HOLDS A DAIRY QUEEN/ORANGE JULIUS FRANCHISES, CO-OWNER, BEGAN 1/15/2008, TIME SPENT WEEKENDS ONLY. TETON GROUP, NOT INVEST RELATED, 854 S YELLOWSTONE HIGHWAY SUITE 101 ROXBURG ID, COMPANY HOLDS LEASES WITH SHOPPPING MALLS, CO-OWNER, BEGAN 2008. 5) HENDRICKS WEALTH MANAGEMENT DBA LEGACY ADVISORS POSITION: OWNER NATURE: THIS IS THE AN S CORP THAT I DO MY FINANCIAL SERVICES BUSINESS THROUGH. INVESTMENT RELATED: YES NUMBER OF HOURS: 50 INVESTMENT RELATED HOURS: 50 START DATE: 09/01/2005 ADDRESS: 859 S YELLOWSTONE HWY, STE 101, REXBURG ID 83440 DESCRIPTION: THIS IS MY S CORP FOR MY SECURITIES BUSINESS. I ALSO WILL BE DOING SEPARATE LIFE INSURANCE AND FIXED ANNUITY BUSINESS OUTSIDE OF SAGEPOINT FINANCIAL. THIS BUSINESS WILL PROBABLY BE THROUGH CRUMP. 6) WINDY WATERS LLC POSITION: PARTNER NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2009 ADDRESS: 859 S YELLOWSTONE HWY, STE 101, REXBURG ID 83440 DESCRIPTION: THIS LLC WAS CREATED SIMPLY TO HOLD SOME WATER RIGHTS FOR BOTH MY NEIGHBOR AND I. THERE IS NO REVENUE CREATED HERE. 7) HJH PROPERTIES POSITION: PARTNER NATURE: THIS IS AN LLC. THIS IS AN LLC THAT HOLDS REAL ESTATE. INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2006 ADDRESS: 859 S YELLOWSTONE HWY, STE 101, REXBURG ID 83440 DESCRIPTION: WE HAVE A PROPERTY MANAGER. ANY REPAIRS, RENTAL AGREEMENTS, REPAIRS, BASICALLY ALL DUTIES ARE PERFORMED BU THE PROPERTY MANAGER. I ONLY PROVIDE ADDITIONAL FUNDS, IF NEEDED. 8) EAGLE PROPERTIES, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2002 ADDRESS: 859 S Yellowstone Hwy, Ste 102, Rexburg ID 83440 DESCRIPTION: Own some real estate in Utah and Idaho. These are Rental houses that are managed by a property manager 9) HJH TRUCKING, LLC POSITION: partner/member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2016 ADDRESS: 859 S Yellowstone Hwy, Ste 102, Rexburg ID 83440 DESCRIPTION: I am a partner investing in some semi trucks. This entity is managed through a company that runs and manages the trucks. I am simply an investor. 10) TOTALLY WIRED PROPERTIES, LLC POSITION: member NATURE: I own a shop, piece of real estate, with Brent Weight INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2026 ADDRESS: 859 S Yellowstone Hwy, suite 102, Rexburg ID 83440, United States DESCRIPTION: I simply own 50% of a shop with Brent Weight 11) GET LOST YELLOWSTONE, LLC POSITION: member NATURE: Real Estate Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 859 S Yellowstone Hwy, suite 102, Rexburg ID 83440, United States DESCRIPTION: this is a real estate holding entity 12) HJW ENTERPRISES, LLC POSITION: member NATURE: this was part of the HJH Trucking that had been previously disclosed. HJW was just an entity for ownership of some trucks. we have now shut down the trucking company. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 174 N Yellowstone Hwy, Rigby ID 83442, United States DESCRIPTION: i was simply an investor.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-30