HERO INVESTMENT PLANNERS LLC
CRD #311962 SEC #801-120069 WEST DUNDEE, IL 847-428-3997
SEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
Employees
5
Clients
1
Accounts
12
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 28, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HENDRICKS, JAMES, GERALD | I | CO-FOUNDER | NA | Control |
| HENDRICKS, JAMES, GERALD | I | CO-FOUNDER | NA | Control |
| HENDRICKS, JAMES, GERALD | I | CO-FOUNDER | NA | Control |
| HENDRICKS, JAMES, GERALD | I | CO-FOUNDER | NA | Control |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HENDRICKS, SEAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIRO, BARTON | I | CO-FOUNDER | NA | Control |
| LIRO, BARTON | I | CO-FOUNDER | NA | Control |
| LIRO, BARTON | I | CO-FOUNDER | NA | Control |
| LIRO, BARTON | I | CO-FOUNDER | NA | Control |
| LIRO, BARTON | I | CO-FOUNDER | NA | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | E | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | E | Control |
| OHANA WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | D | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | D | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | D | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | D | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | D | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | D | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | D | Control |
| J.G. HENDRICKS FINANCIAL SERVICES, LLC | DE | MANAGING MEMBER | D | Control |
| OHANA WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| OHANA WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| OHANA WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| OHANA WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| OHANA WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| OHANA WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| LIRO, BARTON | I | MANAGING MEMBER | C | Control |
| LIRO, BARTON | I | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | E | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | E | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | E | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | E | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | E | Control |
| LIRO, BARTON | I | OHANA WEALTH MANAGEMENT, LLC | E | Control |
| LIRO, BARTON | I | OHANA WEALTH MANAGEMENT, LLC | E | Control |
| LIRO, BARTON | I | OHANA WEALTH MANAGEMENT, LLC | E | Control |
| LIRO, BARTON | I | OHANA WEALTH MANAGEMENT, LLC | E | Control |
| LIRO, BARTON | I | OHANA WEALTH MANAGEMENT, LLC | E | Control |
| LIRO, BARTON | I | OHANA WEALTH MANAGEMENT, LLC | E | Control |
| LIRO, BARTON | I | OHANA WEALTH MANAGEMENT, LLC | E | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | D | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | D | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | D | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | D | Control |
| HENDRICKS, JAMES, GERALD | I | J.G. HENDRICKS FINANCIAL SERVICES, LLC | D | Control |
Registrations
Federal
IA
Sep 28, 2022 REGISTERED
Notice Filings (2)
IL MA
Address
650 SPRING HILL RING ROADSUITE #2000
WEST DUNDEE, IL 60118
United States
Phone: 847-428-3997