Unclaimed Profile

Aimee Jean Hatlestad

JRA FINANCIAL ADVISORS, INC.·MAPLE GROVE, Minnesota

Series 7, Series 63CFPClean record12 years registeredJRA 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. · 12 years registered

Brand Profile

Not yet started

Career History

THE HATLESTAD GROUP

Jan 2018 – present

BOND & DEVICK WEALTH PARTNERS

Oct 2016 – Jan 2018

SAINT LOUIS PARK, MN

BGM TRUNORTH WEALTH PARTNERS, LLC

Dec 2013 – Oct 2016

ST. PAUL, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 11, 2013

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JRA FINANCIAL ADVISORS, INC.

CRD 117824 · SEC 801-62416

Employees

Total firm employees

Services offered by JRA FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at JRA FINANCIAL ADVISORS, INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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