Aimee J. Hatlestad

THE HATLESTAD GROUP

Edina, MN 55436

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CRD#: 3230060

Professional summary

Aimee Jean Hatlestad, CFP®, who also goes by Aimee Jean Brown, is a registered financial advisor currently at THE HATLESTAD GROUP located in Edina, Minnesota.

Aimee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Aimee has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aimee Jean Brown

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Ripley Memorial Foundation; not investment-related; 105 5th Avenue S., Minneapolis, MN 554401; non-profit; Treasurer; 01/01/2012; 5 hours per month; 3 hours per month; provide financial information about the foundation funds; no active management or access to funds.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aimee Jean Hatlestad's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

January 9, 2018 - Present

THE HATLESTAD GROUP

Office #1: 5201 Eden Ave Suite 300, Edina, MN 55436

RIA

CRD#: 290435

Edina, MN

Past

October 3, 2016 - January 10, 2018

BOND & DEVICK WEALTH PARTNERS

RIA

CRD#: 283682

SAINT LOUIS PARK, MN

Past

December 11, 2013 - October 18, 2016

BGM WEALTH MANAGEMENT

RIA

CRD#: 110483

ST. PAUL, MN

Past

May 27, 1999 - May 10, 2012

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MAPLE GROVE, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/9/2018)

IAR

Texas
(1/31/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/26/1999

General Securities Representative Examination

Current Firm

THE HATLESTAD GROUP

HATLESTAD ENTERPRISES, LLC | THE HATLESTAD GROUP

CRD#: 290435 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/9/2018 Approved)

Texas

Registered Investment Advisory firm - (1/30/2018 Conditional Restricted)

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Contact information

Main Address

5201 Eden Ave Suite 300, Edina, MN 55436

Mailing Address

Phone number

(763) 259-3637

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 42,580,190

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Aimee J. Hatlestad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aimee Jean Hatlestad's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HATLESTAD GROUP

BOND & DEVICK WEALTH PARTNERS

BGM WEALTH MANAGEMENT

CETERA WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/19/1999

Series 7

Date: 5/26/1999

Current Firm

THE HATLESTAD GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE HATLESTAD GROUP

TRUST BUT VERIFY

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