Aimee Jean Hatlestad is a qualified expert, working in The Hatlestad Group on the position of Wealth Advisor from 2018. This person has earned professional experience in more than 13 positions at different companies. Aimee Jean Hatlestad went to the Metropolitan State University and got education from 2003 to 2012. This expert has such professional qualifications as Cfp®, Cfp, and Cfpâ®. Minneapolis, Minnesota is the city, where this expert was lastly known to be living. The person's e-mail and phone are easily accessed through SoftwareOfficial by request.
Name variants:
Amy Hatlestad
Last updated May 31, 2024
Contact Information
Last Update
Jul 13, 2022
Email
ai**@centurylink.net
Location
Minneapolis, MN
Company
The Hatlestad Group
Workplace
Wealth Advisor
Work History
Wealth Advisor
Aimee continues to provide comprehensive goals-based wealth management services to clients. She serves as personal CFO and trusted advisor for her clients and sees herself as their No.1 advo...
from Jan 2018
Advisor
Aimee continues to provide comprehensive goals-based wealth management services to clients. She serves as personal CFO and trusted advisor for her clients and sees herself as their No.1 advo...
Oct 2016 — Sep 2017
Wealth Partner
4470 west 78Th Street Cir SUITE 200, Bloomington, MN 55435
As 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 the...
Oct 2013 — Sep 2016
Education and Awareness Committee Co-Chair
404 south 8Th St, Minneapolis, MN 55402
Jan 2010 — Dec 2014
Treasurer Ripley Memorial Foundation Advisory Board
105 5Th Ave south SUITE 300, Minneapolis, MN 55401
from Jan 2014
Financial Advisor
30 east 7Th Street Cir SUITE 3050, Saint Paul, MN 55128
TruNorth and BGM Wealth Management merged October 2013 to become BGM TruNorth Wealth Partners
May 2012 — Oct 2013
Financial Advisor and Wealth Coach
7373 Kirkwood Ct SUITE 300, Maple Grove, MN 55369
Oct 2001 — May 2012
Registered Representative
200 north Sepulveda Blvd SUITE 1300, El Segundo, CA 90245
1999 — May 2012
Treasurer
21705 129Th Ave north p/o box 306, Rogers, MN 55374
Nov 2006 — Jan 2009
Director of Special Events
1290 Broadway SUITE 1625, Denver, CO 80203
Sep 2001 — Dec 2003
Education
2003 — 2012
2003 — 2004
1993 — 1995
1991 — 1993
Occupations
Advisor
Executive
Financial Director
Lawyer
Advocate
Accountant
Finance and Accounting Specialist
Financial Officer
Financial Manager
Jurist
Legal Counsel
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Financial Advisory
Retirement
Financial Services
Wealth
Investment Management
Retirement Planning
Strategic Planning
Investments
Management
FAQs about Aimee Jean Hatlestad
What is the profession of Aimee Jean Hatlestad?
This professional's job is Wealth Advisor
What jobs is Aimee proficient at at?
Aimee Jean Hatlestad is a professional such jobs as Advisor.
Where does Aimee Jean Hatlestad currently live?
Minneapolis, Minnesota is the place where Aimee Jean Hatlestad lives
What is Aimee Jean Hatlestad's email?
Aimee's email is ai**@centurylink.net.
How many companies did Aimee Jean Hatlestad work at?
Aimee Jean Hatlestad worked at 13 jobs.
What education does Aimee Jean Hatlestad have?
Aimee studied at the Metropolitan State University from 2003 to 2012.
What are the certifications of Aimee Jean Hatlestad?
The professional received the following certifications: Cfp®, Cfp, and Cfpâ®.
Are there any professional industries, that Aimee Jean Hatlestad is connected to?
This person works in Financial Services industry.