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Joseph Caleb Hendrickson

Gradient Securities, LLC

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About Joseph Caleb Hendrickson

Joseph Caleb Hendrickson is a financial advisor who has been in the industry since 2015. Joseph currently works at Gradient Securities, LLC and previously worked at Allianz Life Financial Services, LLC and Questar Capital Corporation. Joseph has Series 63, 24, 7, and SIE licenses. Joseph is a Certified Financial Planner. Joseph works with individual clients, corporations, and pension and profit-sharing plans.

Firm Information

Joseph Hendrickson is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Joseph Hendrickson’s Registration & Firm History

MN

04/01/2024 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

MN

08/01/2017 - 03/15/2024

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

05/17/2016 - 08/02/2017

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

MN

10/01/2015 - 07/11/2016

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

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Licenses & Designations

BC

Issued 12/16/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Caleb Hendrickson.
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