Heather Walstad

Director of Finance at XY Planning Network - Bozeman, MT, US

Heather Walstad's Colleagues at XY Planning Network
Kelly Moorman

Director of Brand Communications

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Arlene Moss

Executive Business Coach

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Krystal Schmitz

Compliance Specialist

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Chris Johnson

Business Development Specialist

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Tori Bowerman

Events Manager

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Csilla Jani

Administrator

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Katherine Long

Finance Intern

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Heather Walstad's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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N/A
Location
Company
XY Planning Network
Heather Walstad's Company Details
XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
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Frequently Asked Questions about Heather Walstad
Heather Walstad currently works for XY Planning Network.
Heather Walstad's role at XY Planning Network is Director of Finance.
Heather Walstad's email address is ***@xyplanningnetwork.com. To view Heather Walstad's full email address, please signup to ConnectPlex.
Heather Walstad works in the Financial Services industry.
Heather Walstad's colleagues at XY Planning Network are Kelly Moorman, Arlene Moss, Krystal Schmitz, Chris Johnson, Tori Bowerman, Csilla Jani, Katherine Long and others.
Heather Walstad's phone number is N/A
See more information about Heather Walstad