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Financial Planning Navigators Corp

● SEC registered since 2024CRD 332831SEC# 801-131251Maple Grove, MN
Export (members)
Reg. AUM
$289.1M
Employees
8
Accounts
1,417
Location
Maple Grove, MN

Financial Planning Navigators Corp assets under management

Financial Planning Navigators Corp is a registered investment adviser overseen by the SEC based in Maple Grove, MN. The firm has been registered since 2024. It reports $289.1 million in regulatory assets under management and employs 8 people.
fpnavigators.comView on SEC.gov ↗

Financial Planning Navigators Corp owners & executives

2 reported
NameTitleOwnershipSince
Jason C Hetland ControlChief Compliance Officer50-75%2024
Julie Mae Hetland ControlOwner, Investment Adviser Representative50-75%2024

Frequently asked questions

How much does Financial Planning Navigators Corp manage?

Financial Planning Navigators Corp reports $289.1 million in regulatory assets under management on its Form ADV.

How many employees does Financial Planning Navigators Corp have?

Financial Planning Navigators Corp reports 8 employees.

Where is Financial Planning Navigators Corp located?

Financial Planning Navigators Corp is based in Maple Grove, MN and has been SEC-registered since 2024.

Does Financial Planning Navigators Corp disclose fund performance?

Financial Planning Navigators Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7365 Kirkwood Court N, Suite 330, Maple Grove, MN 55369
Phone763-265-4450
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$289.1M
Non-discretionary$0
Total (RAUM)$289.1M