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FINANCIAL PLANNING NAVIGATORS CORP, CRD 332831
MAPLE GROVE, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J•••• C• H•••••• | n/a | MAPLE GROVE, MN | 1 | 10 | 1 | no |
| M••••• O••••• B••••• | Certified Financial Planner | MAPLE GROVE, MN | 1 | 18 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H••••••• J••••• C• | CHIEF COMPLIANCE OFFICER | D | yes | 08/2024 | Sep 4, 2024 | Dec 18, 2024 |
| H••••••• J••••• M•• | OWNER, INVESTMENT ADVISER REPRESENTATIVE | D | yes | 08/2024 | Sep 4, 2024 | Dec 18, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 27, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $355M | $289M | 22.8% | n/a | n/a | 8 | 8 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| O••••••• B•• W••••• P••••••• | 2 | Nov 22, 2024 | Oct 21, 2024 | PARSIPPANY, NJ | Team lift out | RIA to new firm | 2.7% |
| no |
| J•••• M•• H•••••• | Certified Financial Planner|Chartered Financial Consultant | MAPLE GROVE, MN | 1 | 25 | 2 | no |
| A•••••••• P• B•••• | Chartered Financial Analyst | MAPLE GROVE, MN | 1 | 12 | n/a | no |
| M•••• T•••••• M••••• L••••••• | Certified Financial Planner|Chartered Financial Consultant | MAPLE GROVE, MN | 1 | 20 | 2 | no |
| $355M |
| 8 |
| 5 |
| 0 |
| n/a |
| n/a |
| 2024 | Feb 10, 2025 | $289M | $289M | 8 | 5 | 0 | n/a | n/a |