Julie Mae Hetland

Employer firm

Fpnavigators CRD 332831

$355M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → 06/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2001 → 06/2022
  Northwestern Mutual Investment Services, Llc.
  Minneapolis, MN
• 12/2010 → 06/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2022 → 09/2024
  Bleakley Financial Group, Llc
  Maple Gove, MN
• 09/2024 → Present
  Financial Planning Navigators
  Maple Grove, MN

Previous Registrations

• 2022-06-10 → 2024-11-22
  Onepoint Bfg Wealth Partners
  Maple Grove, MN
  Parsippany, NJ
• 2014-02-05 → 2022-06-09
  Northwestern Mutual Investment Services, Llc
  Minneapolis, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2006-12-22
• S63 Uniform Securities Agent State Law Examination
  2001-03-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Julie Mae Feltmann