Steven
Hendrickson

Navigate Private Wealth, LLC

CRD#712741
Investment Advisor
in Draper, UT
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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

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

12012 South 700 East Suite 100
Draper, UT 84020

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Navigate Private Wealth, LLC Brokerage Details

Total Assets Under Management

$306,673,703

UT Average: $693,624,108
Total Number of Employees

13

UT Average: 12
Total Number of Accounts

2,118

UT Average: 1,115
Average Account Size

$144,794

UT Average: $622,084

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Steven Hendrickson Work History

Steven has 29 years of experience.

2016 - Present (3 years)

Allegis Investment Services

2014 - Present (5 years)

Navigate Private Wealth LLC

2014 - 2016 (2 years)

Mutual Securities, Inc

1989 - 2014 (25 years)

Ids Life Insurance Company

1989 - 2014 (25 years)

American Express Financial Advisors Inc

Disclosures

Steven Hendrickson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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