Advisor at AdvisorNet Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AdvisorNet Wealth Partners
Location
Minnetonka, MN 55305
Credentials
Series 63, Series 66
Industry experience
8 years
Based on AdvisorNet Wealth Partners
110 Cheshire Lane, Suite 200
Minnetonka, MN 55305
Minnesota
Morgan Stanley
2023 - Present (3 years)
Morgan Stanley
2023 - Present (3 years)
Morgan Stanley
2023 - Present (3 years)
E*TRADE Securities LLC
2021 - Present (5 years)
E*TRADE Capital Management LLC
2021 - Present (5 years)
Great Waters Financial
2019 - 2021 (2 years)
Unemployment
2019 - 2019 (1 year)
Morgan Stanley
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
Series 63
Minnetrista, MN
Harrison Capital Management LLC
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 66
Eden Prairie, MN
Trustmerit Capital
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