Aimee Jean Hatlestad

Employer firm

The Hatlestad Group CRD 290435

$47.9M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

The Hatlestad Group

5201 Eden Ave Suite 300, Edina, MN 55436 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-01-30
MN	RA	APPROVED	2018-01-09

TX RA
APPROVED_RES

Since 2018-01-30
MN RA
APPROVED

Since 2018-01-09

Branch Locations

5201 Eden Ave Suite 300, Edina, MN 55436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bgm Trunorth Wealth Partners, Llc	Bloomington	MN	12/2013	10/2016
Bond & Devick Wealth Partners	Saint Louis Park	MN	10/2016	01/2018
The Hatlestad Group	Edina	MN	01/2018	Present

12/2013 → 10/2016

Bgm Trunorth Wealth Partners, Llc

Bloomington, MN
10/2016 → 01/2018

Bond & Devick Wealth Partners

Saint Louis Park, MN
01/2018 → Present

The Hatlestad Group

Edina, MN

Previous Registrations

2016-10-03 → 2018-01-10

Bond & Devick Wealth Partners

Saint Louis Park, MN
2013-12-11 → 2016-10-18

Bgm Wealth Management

Bloomington, MN

Other Businesses

1) Ripley Memorial Foundation; not investment-related; 105 5th Avenue S., Minneapolis, MN 554401; non-profit; Treasurer; 01/01/2012; 5 hours per month; 3 hours per month; provide financial information about the foundation funds; no active management or access to funds.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-06-19

S63 Uniform Securities Agent State Law Examination

1999-06-19

Designations

Certified Financial Planner

Other Names

Aimee Jean Hatlestad
Aimee Jean Brown

View on SEC IAPD