The Hatlestad Group

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

5201 Eden Ave Ste 300, Minneapolis, Minn...

Phone Number

(763) 259-3637

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About The Hatlestad Group

The Hatlestad Group is an independent wealth management firm based in Minneapolis that specializes in helping pre-retirees, late-career executives, and women navigate their complex financial situations. They focus on aligning clients' financial decisions with their personal values and goals, particularly as they transition into retirement. The firm emphasizes a personalized approach, partnering with clients to create financial plans that reflect their mission and vision for the future. Their services aim to empower clients to live confidently and purposefully in the next chapter of their lives.Explore more
The Hatlestad Group's Social MediaPopular SearchesThe Hatlestad GroupSIC Code 62,628NAICS Code 52,523Show more

The Hatlestad Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Hatlestad Group

<$5M
11-50
Private
-
-
AH
Aimee HatlestadWealth Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
2020
MC
Mark CorcoranChief Investment Officer
<$5M
1-10
Private
-
2005
ZS
Zachary StacyFinancial Services Administrator
<$5M
1-10
Private
-
2014
CO
Christopher OberholzerFounder & Certified Financial Planner
<$5M
1-10
Private
-
2015
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Hatlestad Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Hatlestad Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Hatlestad Group.

The Hatlestad Group Tech Stack

A closer look at the technologies used by The Hatlestad Group

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Frequently Asked Questions Regarding The Hatlestad Group

What is The Hatlestad Group's official website?
The Hatlestad Group's official website is www.thehatlestadgroup.com
What is The Hatlestad Group's Revenue?
The Hatlestad Group's revenue is <$5 Million
What is The Hatlestad Group's SIC code?
The Hatlestad Group's SIC: 62,628
What is The Hatlestad Group's NAICS code?
The Hatlestad Group's NAICS: 52,523
How many employees does The Hatlestad Group have?
The Hatlestad Group has 11-50 employees
What industry does The Hatlestad Group belong to?
The Hatlestad Group is in the industry of: Finance, Securities Trading
What is The Hatlestad Group competition?
The Hatlestad Group top competitors include: Elevatus Wealth Management, RLS Wealth, Aurora Private Wealth, Dowd Financial Group
What technology does The Hatlestad Group use?
Some of the popular technologies that The Hatlestad Group uses are: Google AdSense, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact The Hatlestad Group?
The Hatlestad Group contact info: Phone number: (763) 259-3637 Website: www.thehatlestadgroup.com
What does The Hatlestad Group do?

The Hatlestad Group is an independent wealth management firm based in Minneapolis that specializes in helping pre-retirees, late-career executives, and women navigate their complex financial situations. They focus on aligning clients' financial decisions with their personal values and goals, particularly as they transition into retirement. The firm... emphasizes a personalized approach, partnering with clients to create financial plans that reflect their mission and vision for the future. Their services aim to empower clients to live confidently and purposefully in the next chapter of their lives.Read More

What are The Hatlestad Group social media links?
The Hatlestad Group Linkedin page The Hatlestad Group Facebook page
Is The Hatlestad Group a public company?
The Hatlestad Group is private company therefore does not currently have an official ticker symbol
See more information about The Hatlestad Group

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