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Homepage Financial Software XY Planning Network

Heather Walstad


Heather Walstad

Director, Finance

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XY Planning Network

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Phone (Mobile)

+1 678 ❅❅❅ ❅❅❅❅

Phone (Mobile)


Phone (HQ)

(406) 413-9200

Phone (HQ)






Office Address (HQ)

24 E Main St, Bozeman, Montana, 59715, United States

Office Address (HQ)

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Work Biography for Heather Walstad, XY Planning Network

Heather Walstad works as a Director, Finance at XY Planning Network, which is a Financial Software company with an estimated 33 employees; and founded in 2014. They are part of the Finance team within the Finance Department and their management level is Director. Heather is currently based in Bozeman, United States.

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Previous Work Experience

2005 - 2019

Anderson ZurMuehlen

CPA, Shareholder

Heather's Workplace

XY Planning Network

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtua...Read More

24 E Main St, Bozeman, Montana, 59715, United States


$5.3 M

Financial Software, Software

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Heather’s company in the news


XY Planning Network Empowers Independent Advisors with Business Improvements for 2022

November 9, 2021


Seven Group Partners With XY Planning Network to Help Financial Advisors Elevate Their Marketing and Expand Their Digital Reach

August 18, 2021


XY Planning Network Takes Fiduciary Fight To States And Hires Advocacy Consultant Duane Thompson

October 12, 2020

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Insights to Break the Ice

In your first interaction

star Heather’s CEO is Alan Moore

star Heather is located in United States

star Heather has been Director, Finance in XY Planning Network for 3 years

funding XY Planning Network’s Funding

Last funding


April 6, 2020

Total raised


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Frequently Asked Questions about Heather Walstad

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What company does Heather Walstad work for?

Heather Walstad works for XY Planning Network

What is Heather Walstad’s title in XY Planning Network?

Heather Walstad’s title in XY Planning Network is Director, Finance

Where is Heather Walstad located?

Heather's company headquarters are in Bozeman, Montana

What is Heather Walstad’s headquarters phone number?

Heather Walstad’s headquarters phone number is (406) 413-9200