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Aimee Jean Hatlestad

JRA FINANCIAL ADVISORS, INC.·MAPLE GROVE, Minnesota
Clean recordJRA FINANCIAL ADVISORS, INC.
7373 KIRKWOOD COURT, MAPLE GROVE, MN 55369CRD# 3230060Firm CRD# 117824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aimee Jean Hatlestad · MAPLE GROVE, MN
Registration
CRD #3230060 · JRA FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aimee Jean Hatlestad is a registered financial advisor based in MAPLE GROVE, Minnesota, affiliated with JRA FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JRA FINANCIAL ADVISORS, INC.
JRA FINANCIAL ADVISORS, INC.
AUM
Regulatory assets under management
Employees
17
Total firm employees
Services
Financial planning
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3230060
Firm CRD# 117824
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aimee Jean Hatlestad offer?
Aimee Jean Hatlestad specializes in Financial Planning. Contact their office in MAPLE GROVE, Minnesota for a consultation.
What are Aimee Jean Hatlestad's credentials?
Aimee Jean Hatlestad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aimee Jean Hatlestad located?
Aimee Jean Hatlestad is based in MAPLE GROVE, Minnesota, working with JRA FINANCIAL ADVISORS, INC.. Their office serves clients in the MAPLE GROVE metropolitan area and surrounding communities.
How does Aimee Jean Hatlestad charge for services?
Aimee Jean Hatlestad's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JRA FINANCIAL ADVISORS, INC.?
JRA FINANCIAL ADVISORS, INC. has approximately 17 employees. The firm is registered with the SEC as an investment adviser.
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