Heritage Financial Advisors, Inc.
Minnesota
Registered In
05/30/1986
Incorp. Date
Company Summary
Heritage Financial Advisors, Inc. at 1711 W Co Rd B #300N Roseville, MN 55113 USA lists James D Ehrenkrook of Maplewood, MN as the associate.
Overview
Registered In
Minnesota
Incorporation Date
Company Type
Business Corporation (Domestic)
Status
Inactive
Registration Type
Domestic
Search Other Resources
People
|
James D Ehrenkrook
CEO
|
1229 DENNIS ST, MAPLEWOOD, MN 55119
|
Map & Locations
|
1711 W Co Rd B #300N Roseville, MN 55113 USA
View Map
|
Financials
Financial Information for Heritage Financial Advisors, Inc.
Form 5500
HERITAGE FINANCIAL ADVISORS INC
928 Inwood Ave, Oakdale, Mn 55128 (651) 788-3457 EIN:82-4837455 Plan Admin:Lawrence Donna| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHERITAGE FINANCIAL ADVISORS 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$221,097 / $367,374 | 2023 | HERITAGE FINANCIAL ADVISORS 401K PLAN - Plan #001 | 3 / 3 | $221,097 / $367,374 |
| 2022 | Plan NameHERITAGE FINANCIAL ADVISORS 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$246,565 / $221,097 | 2022 | HERITAGE FINANCIAL ADVISORS 401K PLAN - Plan #001 | 3 / 3 | $246,565 / $221,097 |
| 2021 | Plan NameHERITAGE FINANCIAL ADVISORS 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$164,351 / $246,565 | 2021 | HERITAGE FINANCIAL ADVISORS 401K PLAN - Plan #001 | 3 / 3 | $164,351 / $246,565 |
| 2020 | Plan NameHERITAGE FINANCIAL ADVISORS 401K PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$68,787 / $164,351 | 2020 | HERITAGE FINANCIAL ADVISORS 401K PLAN - Plan #001 | 3 / 3 | $68,787 / $164,351 |
| 2019 | Plan NameHERITAGE FINANCIAL ADVISORS 401K PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$11,475 / $68,787 | 2019 | HERITAGE FINANCIAL ADVISORS 401K PLAN - Plan #001 | 2 / 3 | $11,475 / $68,787 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERITAGE FINANCIAL ADVISORS INC.
928 Inwood Ave, SAINT PAUL, MN 55128| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$54,000 Forgiven$54,253 LenderOld National Bank Jobs4 | 04/10/2020 | $54,000 | $54,253 | Old National Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Heritage Financial Advisors Inc.
Registered in New Jersey
|
View Report | ||
|
Heritage Financial Advisors Inc.
Registered in Minnesota
|
Oakdale, MN | View Report | |
|
American Heritage Financial Advisors, Inc.
Registered in Florida
|
Boca Raton, FL | View Report | |
|
Heritage Advisors Financial Network, Inc.
Registered in Florida
|
Lake Mary, FL | View Report | |
|
Heritage Financial Advisors Inc.
Registered in Virginia
|
Virginia | View Report |
Address Match:1711 W Co Rd B #300 N Roseville, MN
|
Academic Assistance Association
Registered in Minnesota
|
Roseville, MN | View Report | |
|
Heartland Chapter American Society of Home Inspectors Inc.
Registered in Minnesota
|
Eden Prairie, MN Roseville, MN | View Report | |
|
O'donnell Financial Consultants, Inc.
Registered in Minnesota
|
Roseville, MN | View Report | |
|
Office Enterprises, Inc.
Registered in Minnesota
|
Roseville, MN | View Report | |
|
Pro Pt Network
Registered in Minnesota
|
Roseville, MN | View Report | |
|
Progressive Physical Therapy Network, Inc.
Registered in Minnesota
|
Roseville, MN Stillwater, MN | View Report | |
|
Recycle Minnesota Resources, Inc.
Registered in Minnesota
|
Roseville, MN | View Report | |
|
Rolle Schmidt & Associates
Registered in Minnesota
|
Roseville, MN | View Report |
Sources
The following government agencies have contributed data:
• Office of the Minnesota Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2026 IncTrace, LLC
Delaware, United States
Delaware, United States