The Hatlestad Group

The Hatlestad Group (CRD# 290435) is a financial advisory firm headquartered in Edina, MN. They manage $35,630,518 in 184 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5201 Eden Ave, Suite 300, Edina, MN 55436
https://www.thehatlestadgroup.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $193,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at The Hatlestad Group
Showing 1 - 1 of 1 top financial advisors.
1
Aimee Hatlestad, financial advisor Edina MN
Aimee J. Hatlestad
CRD#: 3230060
5201 Eden Ave, Suite 300, Edina, MN 55436

Aimee Hatlestad (CRD# 3230060) is an Investment Advisor Representative working at The Hatlestad Group in Edina, MN and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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