Julie M. Hetland
Professional summary
Julie Mae Hetland, CFP®, ChFC®, CLU®, who also goes by Julie Mae Feltmann, is a registered financial advisor currently at FPNAVIGATORS located in Maple Grove, Minnesota.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Julie has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie Mae Hetland's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
October 21, 2024 - Present
FPNAVIGATORS
Office #1: 7365 Kirkwood Court N Suite 330, Maple Grove, MN 55369June 10, 2022 - November 22, 2024
ONEPOINT BFG WEALTH PARTNERS
February 5, 2014 - June 9, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
July 13, 2001 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
March 22, 2001 - June 9, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
FPNAVIGATORS
CRD#: 332831 / SEC#: 801-131251
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2024)
(3/5/2025)
Exams
Current Firm
FPNAVIGATORS
CRD#: 332831 / SEC#: 801-131251
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,417 |
| AUM (Assets Under Management) | $ 289,134,384 |
Red Flags
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