Navigate Private Wealth, LLC
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About this Advisor
Steven Hendrickson is a certified financial planner and chartered financial consultant operating out of Draper, Utah, who has been in the financial industry for 29 years. Hendrickson is an employee of Navigate Private Wealth, LLC. Over the course of their career, they have held roles at Ids Life Insurance Company, American Express Financial Advisors Inc, Mutual Securities, Inc, Navigate Private Wealth LLC and Allegis Investment Services. Hendrickson holds a Series 63 license, qualifying them as a securities agent, and is approved to serve investors in Utah. Navigate Private Wealth, LLC is a financial advisory firm operating in Draper, Utah. The company has offices in two locations and a total of 18 employees. It oversees $332 million in assets under management across its 2,116 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,116 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Navigate Private Wealth, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors usually vary depending on the type of financial services provided. Fees charged by Navigate Private Wealth, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Navigate Private Wealth, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Steven Hendrickson Work History
Steven has 29 years of experience.
Allegis Investment Services
Navigate Private Wealth LLC
Mutual Securities, Inc
Ids Life Insurance Company
American Express Financial Advisors Inc
Steven Hendrickson has disclosures.
Please visit their SEC profile for more details.