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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- CrestValue
- Established Date
- 10-16-2024
- Office Locations
- 1
Office Locations
About Fpnavigators
FP Navigators is a Maple Grove, MN-based RIA providing wealth management, financial planning, and business planning for entrepreneurs, professionals and business leaders, pre-retirees/retirees, and charitably inclined families. The firm emphasizes a structured, detail-driven planning process and portfolios using ETFs, mutual funds, and fixed income; custody is reported with Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jason C Hetland
Chief Compliance Officer
- CRD
- #6625930
- Ownership
- 50% but less than 75%
JULIE MAE HETLAND
Investment Adviser Representative, Owner
- CRD
- #4364295
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Meghan Olivia Bohlke
Client Relations Manager
- CRD
- #7132949
Alexander P Braun
Investment Director
- CRD
- #5751175
Meridian focus
Zenith momentum
- CRD
- #24162
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,078,609 | $214,809 |
| Non-Discretionary | $0 | -- |
| Total | $355,078,609 | $214,809 |
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Separately Managed Accounts
Total SMA Asset: $355,078,609
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $258,191,362 | 11.9% |
| Equity - Exchange | $505,534,348 | 23.3% |
| Municipal Bonds | $479,498,244 | 22.1% |
| Cash | $492,516,296 | 22.7% |
| Other | $433,935,063 | 20.0% |
| Total | $2,169,675,313 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER CAPITAL PIONEER | LEGACY PEAK | RWPTFOO30 | SOVGS | 3.07% | $114,035,902 |
| GLACIER LEGACY | MATRIX PRIME | SWZQ0X5AE | HJA | 6.56% | $89,449,043 |
| BRIDGE GLACIER | HORIZON DELTA | 0VJADV48R | WNL | 6.35% | $5,547,405 |
| SIGNAL PIONEER INSIGHT | NORTH FOCUS | SJK1HFKFN | WNG | 5.45% | $111,304,408 |
| QUANTUM TIMBER ATLAS | NORTH VERTEX | 6KDWZHY2O | TVG | 10.11% | $102,991,164 |
| LEGACY CREST | SUMMIT MATRIX | WVXDYV19H | CQUCQ | 5.56% | $14,651,045 |
| CATALYST HARBOR | HARBOR RADIAL | KWOJ5HD22 | JHRK | 5.73% | $81,942,280 |
| GLACIER MERIDIAN EAGLE | GLACIER PIONEER | 99ECMX4JV | JZQ | 6.15% | $93,652,333 |