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Brandyn Hendrickson

23 Years of Experience
1 DisclosureBrokerSells Insurance

Brandyn Hendrickson is a registered investment advisor at American Independent Securities Group, LLC, based in Eagle, ID, with 23 years of industry experience. Brandyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,987 clients with $600M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

AISG offers investment advisory services through various platforms, each with its own fee structure. Fees for Charles Schwab and RBC management services generally range from 0.75% to 2.5% of your portfolio annually, but are negotiable. The fee is based on factors like the amount you invest, the scope of the engagement, and the investment style. A minimum of $2,500 of assets under management is required for Charles Schwab Advisory Services and $10,000 for RBC Management Services, though this may be negotiable. Fees are typically deducted directly from your account monthly or quarterly in advance.

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Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

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History

Regulatory History (1)
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Regulatory
February 2010
Final
Other Business ActivitiesSells Insurance

Brandyn is the owner/producer of Alpha Financial Group, selling fixed insurance products like life, disability, long-term care, and annuities, dedicating about 10-20% of his time. He is also the Club President for the Minot Optimist Club and a board member for the Minot Housing Authority.

Employment History
Current Registrations
American Independent Securities Group, LLC
March 2019 - Present · 7 yrs 1 mo
American Independent Securities Group, LLCBroker
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Capital Financial Services, INC.
February 2015 - March 2019 · 4 yrs 1 mo
Capital Financial Services, INC.Broker
February 2015 - March 2019 · 4 yrs 1 mo
Northwestern Mutual Investment Services,llc
April 2010 - February 2015 · 4 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
March 2010 - February 2015 · 4 yrs 11 mos
Capital Financial Services, INC.
October 2007 - December 2009 · 2 yrs 2 mos
Capital Financial Services, INC.Broker
September 2007 - December 2009 · 2 yrs 3 mos
Ing Financial Advisers, LLCBroker
March 2007 - September 2007 · 6 mos
Ing America Equities, INC.Broker
January 2004 - March 2007 · 3 yrs 2 mos
Washington Square Securities, INC.Broker
July 2002 - December 2003 · 1 yr 5 mos
State Registrations13 states
AZCAMEMIMNMSNDNENJNVPATXWY
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.