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Julie Mae Hetland

FINANCIAL PLANNING NAVIGATORS CORP·MAPLE GROVE, Minnesota
SIE, Series 6, Series 7, Series 63, Series 66CFPChFCClean record12 years registeredFINANCIAL PLANNING NAVIGATORS CORP
7365 KIRKWOOD COURT N, MAPLE GROVE, MN 55369CRD# 4364295Firm CRD# 332831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Mae Hetland · MAPLE GROVE, MN
Registration
CRD #4364295 · FINANCIAL PLANNING NAVIGATORS CORP · 12 years registered
Brand Profile
Not yet started
01

Career History

Oct 2024present
Jun 2022Nov 2024
Maple Grove, MN
Feb 2014Jun 2022
MINNEAPOLIS, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · February 5, 2014
Years registered · 12
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL PLANNING NAVIGATORS CORP
CRD 332831 · SEC 801-131251
AUM
Regulatory assets under management
Employees
7
Total firm employees
Services offered by FINANCIAL PLANNING NAVIGATORS CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Julie Mae Hetland offer?
Julie Mae Hetland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAPLE GROVE, Minnesota for a consultation.
What are Julie Mae Hetland's credentials?
Julie Mae Hetland holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Julie Mae Hetland located?
Julie Mae Hetland is based in MAPLE GROVE, Minnesota, working with FINANCIAL PLANNING NAVIGATORS CORP. Their office serves clients in the MAPLE GROVE metropolitan area and surrounding communities.
How does Julie Mae Hetland charge for services?
Julie Mae Hetland's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING NAVIGATORS CORP?
FINANCIAL PLANNING NAVIGATORS CORP has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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