Financial Planning Navigators Corp
● SEC registered since 2024CRD 332831SEC# 801-131251Maple Grove, MN
Reg. AUM
$355.1M
Employees
8
Accounts
1,653
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 $355.1 million in regulatory assets under management and employs 8 people.
Financial Planning Navigators Corp owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason C Hetland Control | Chief Compliance Officer | 50-75% | 2024 |
| Julie Mae Hetland Control | Owner, Investment Adviser Representative | 50-75% | 2024 |
Frequently asked questions
How much does Financial Planning Navigators Corp manage?
Financial Planning Navigators Corp reports $355.1 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
| Address | 7365 Kirkwood Court N, Suite 330, Maple Grove, MN 55369 |
| Phone | 763-265-4450 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$355.1M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$355.1Mregulatory AUM
Discretionary $355.1M