RH
RH

Robert Hendricks

27 Years of Experience
Whitefish, MT
2 DisclosuresBroker

Robert Hendricks is a registered investment advisor at Wells Fargo Advisors, based in Whitefish, MT, with 27 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Whitefish, MT

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2015
Denied
Customer Dispute
September 2002
Denied
Other Business Activities

Robert owns rental property in Bonney Lake, WA since 2022. He spends minimal time collecting rent and paying expenses.

Employment History
Current Registrations
Wells Fargo Advisors
November 2023 - Present · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2000 - November 2023 · 23 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - November 2023 · 25 yrs
State Registrations25 states
AKALARAZCACOCTDCFLGAIDKSMAMIMNMTNVNYOKSCTXUTWAWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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