Aimee Hatlestad, Cfp® Email and Phone Number
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You’ve been rewarded with a meaningful and comfortable life, but with your success comes complex finances. You want relief from uncertainty and worry while achieving your goals and financial well-being, especially as you transition to retirement. But how do you avoid missteps and mistakes in a landscape of finances, taxes, and laws that are ever-changing?I help my clients clarify what's most important to them and then leverage my expertise as a CERTIFIED FINANCIAL PLANNER™ professional to comprehensively meet their needs and free them to focus on their lives. My goal is to equip and empower my clients with powerful confidence about how to live out their next chapter. As a natural caregiver, I give my clients individual attention, helping them to align their money decisions with their values while providing greater clarity to their complex finances. In my over two decades of experience, I have seen firsthand the value of unbiased financial planning expertise for individuals and couples planning the next chapter of their lives. After starting my career in the insurance industry, I realized I wanted to make a bigger difference in the well-being of my clients. That’s when I earned my CFP® certification and founded The Hatlestad Group in Edina, MN, building this brand of care. I hold the firm belief that financial advisors should have a meaningful impact and improve the quality of life for their clients.I am a St. Louis Park resident and a proud wife and mother to two amazing teenagers. I am an active member of my community in supporting nonprofit organizations such as Ripley Memorial Foundation and Northside Achievement Zone. In my free time, I enjoy spending time outdoors, reading, running, and playing ice hockey. In the summer, you'll also find me on the golf course or in my vegetable garden.Hatlestad Enterprises, LLC dba The Hatlestad Group is a registered investment advisor in the State of Minnesota. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Neither The Hatlestad Group nor its advisors provide legal or tax advice. Please refer to our ADV 2A brochure for a description of our services which is available at: https://www.adviserinfo.sec.gov
The Hatlestad Group
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Wealth AdvisorThe Hatlestad Group Jan 2018 - PresentEdina, MnThe Hatlestad Group is an independent wealth management firm based in Edina, Minnesota, primarily serving successful head-of-household women, late-career executives, and pre-retirees. With a tailored approach to fee-only comprehensive wealth management, they empower their clients to live out their next chapter with vision, wisdom, and resources, creating a purposeful and meaningful future. They can be reached by phone at (763) 259-3637, via email at info@thehatlestadgroup.com, or by visiting their website at thehatlestadgroup.com. -
Treasurer Ripley Memorial Foundation Advisory BoardWomen'S Foundation Of Minnesota Jan 2014 - PresentGreater Minneapolis-St. Paul Area -
AdvisorBond&Devick Wealth Partners Oct 2016 - Sep 2017Saint Louis Park Mn -
Wealth PartnerBgm Trunorth Wealth Partners Oct 2013 - Sep 2016Bloomington, MnAs a Wealth Partner, Aimee provides wealth and investment management services to clients so that they can identify their financial goals and implement strategies that will help them meet their objectives. She serves as a personal CFO and trusted advisor for her clients and sees herself as their No.1 financial advocate.
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Education And Awareness Committee Co-ChairUnited Way Women'S Leadership Council Jan 2010 - Dec 2014 -
Financial AdvisorTrunorth May 2012 - Oct 2013Oakdale, MnTruNorth and BGM Wealth Management merged October 2013 to become BGM TruNorth Wealth Partners -
MemberCitizens League Dec 2011 - Dec 2012 -
Financial Advisor & Wealth CoachJra Financial Advisors Oct 2001 - May 2012 -
Registered RepresentativeFinancial Network Investment Corporation, Member Sipc 1999 - May 2012 -
MemberOne Percent Club 2009 - 2010
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TreasurerWord Of Peace Lutheran Church Nov 2006 - Jan 2009 -
Director Of Special EventsFinancial Planning Association Sep 2001 - Dec 2003 -
Brokerage ManagerSwenson Anderson Associates May 1994 - Oct 1999
Aimee Hatlestad, Cfp® Skills
Aimee Hatlestad, Cfp® Education Details
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Financial Planning
Frequently Asked Questions about Aimee Hatlestad, Cfp®
What company does Aimee Hatlestad, Cfp® work for?
Aimee Hatlestad, Cfp® works for The Hatlestad Group
What is Aimee Hatlestad, Cfp®'s role at the current company?
Aimee Hatlestad, Cfp®'s current role is Your Financial Partner for a Life of Purpose and Fulfillment | Wealth Advisor for The Hatlestad Group.
What is Aimee Hatlestad, Cfp®'s email address?
Aimee Hatlestad, Cfp®'s email address is ai****@****ink.net
What is Aimee Hatlestad, Cfp®'s direct phone number?
Aimee Hatlestad, Cfp®'s direct phone number is +161225*****
What schools did Aimee Hatlestad, Cfp® attend?
Aimee Hatlestad, Cfp® attended Metropolitan State University, The American College, Bethel University, University Of Minnesota-Twin Cities.
What skills is Aimee Hatlestad, Cfp® known for?
Aimee Hatlestad, Cfp® has skills like Wealth Management, Financial Advisory, Retirement, Financial Services, Wealth, Investment Management, Retirement Planning, Strategic Planning, Investments, Management.
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