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 66
Industry experience
9 years
Based on AdvisorNet Wealth Partners
110 Cheshire Lane, Suite 200
Minnetonka, MN 55305
Minnesota · Texas
Advanced Retirement Resources Inc.
2018 - Present (8 years)
AdvisorNet Wealth Partners
2018 - Present (8 years)
Cetera Advisor Networks
2018 - 2019 (1 year)
Patrick J Barrett
2018 - 2018 (1 year)
Northwestern Mutual Wealth Management Company
2017 - 2018 (1 year)
Northwestern Mutual Life Insurance Company
2016 - 2018 (2 years)
Northwestern Mutual Investment Services LLC
2016 - 2018 (2 years)
University of St. thomas
2016 - Present (10 years)
Mounds Park Academy
2014 - 2018 (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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