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FPNAVIGATORS
FINANCIAL PLANNING NAVIGATORS CORP
CRD 332831 · SEC 801-131251
7365 KIRKWOOD COURT N, SUITE 330, MAPLE GROVE, MN, 55369, United States
Phone
763-265-4450
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$355.1M
Discretionary AUM
$355.1M
Team
8 total employees; 5 advisory reps; 7 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 342 | $143.4M |
| High net worth individuals | 70 | $190.3M |
| Charitable organizations | 2 | $4.7M |
| Corporations/business entities | 19 | $16.7M |
States served
MN, NE, ND, WI, TX
All web addresses on file
- https://fpnavigators.com/
- https://www.linkedin.com/in/juliehetland
- https://www.linkedin.com/in/melissa-schurhamer-a3349131
- https://www.linkedin.com/in/jason-hetland-1547671
- https://www.linkedin.com/in/mollytmurphy
- https://www.linkedin.com/in/alexpbraun
- https://www.linkedin.com/in/katiekrause1264
- https://www.linkedin.com/in/meghan-bohlke-cfp®-302564111
- https://www.linkedin.com/in/racheal-donovan
- https://www.linkedin.com/company/financial-planning-navigators/
Official SEC filing: View on IAPD