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Eric B

Series 66, Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

Eric Bennett is a financial advisor at AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 66 and Series 63 licenses with nine years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal models to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Scott S

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Scott Schneidermann is a CFP® certificant with 19 years of experience in financial advisory. He is currently with AdvisorNet Wealth Partners and 41 Financial, having previously worked at LPL Financial and Next Financial Group Inc among others. Schneidermann also has experience as a real estate rental property owner. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various sub-advisors or internal model portfolios to implement client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Daniel K

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Daniel Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 designations and 19 years of industry experience. His prior work includes roles at Cetera Wealth Services and Advanced Wealth Management Group. Outside of advisory services, he is also licensed as an insurance agent offering life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Cory Z

Series 63, Series 65

Minnetonka, MN

AdvisorNet Wealth Partners

Cory Zafke is a financial advisor at AdvisorNet Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Clearpath Wealth Advisors and Allianz Life Financial Services. Outside of his advisory role, Zafke serves as chapter president and instructor for the American Financial Education Alliance, providing financial educational workshops. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management strategies.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Jacqueline F

Series 65

Minnetonka, MN

AdvisorNet Wealth Partners

Jacqueline Fursman is a financial advisor at AdvisorNet Wealth Partners with five years of industry experience. She holds a Series 65 designation and has worked at firms including Clear Path Financial Services and Lifestyle Financial & Tax Advisors. In addition to her advisory role, she provides Medicare education and enrollment services as an insurance agent. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs multiple management approaches to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Sean B

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Sean Barrett is a financial advisor with AdvisorNet Wealth Partners based in Minnetonka, MN, holding a Series 66 license and 10 years of industry experience. His prior experience includes roles at Northwestern Mutual and Cetera Advisor Networks. He is also involved in financial planning through Advanced Retirement Resources Inc. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, incorporating both discretionary and non-discretionary management strategies.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Erik H

CFP®

Minnetonka, MN

AdvisorNet Wealth Partners

Erik Howe is a CFP® professional with one year of experience, currently affiliated with AdvisorNet Wealth Partners. His prior experience includes roles at Advanced Retirement Resources and The Navigators. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, providing both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Amy W

CFP®, Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

Amy Wolff is a CFP® with 33 years of experience in financial planning and investment management. She is affiliated with AdvisorNet Wealth Partners and has held roles at several firms including Cetera and Collaborative Associates. Wolff is involved in nonprofit work as a board member of Daisy Camp, which provides divorce resources and education focused on women, and she participates in business ventures supporting divorce financial planning and fintech tools for divorce professionals. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to a broad range of clients including individuals, trusts, and qualified plans. The firm employs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal models to implement client strategies.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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James K

Series 63, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

James Komoszewski is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked with firms including Cetera and Investment Centers of America. Outside of finance, he is a singer and songwriter involved in music publishing through his sole proprietorship, Jim Anthony Music. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using equities, fixed income, mutual funds, ETFs, and sub-advisors to address client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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John K

Series 63, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

John Karpinsky is a financial advisor with AdvisorNet Wealth Partners and holds Series 63 and Series 66 designations. He has 39 years of industry experience, including prior roles at Cetera, Cetera Wealth Services, LLC, and Advanced Wealth Management Group, Inc. Outside of his advisory work, he is part owner and guide of Promise Land Outfitters, a hunting guide service. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and allocates to sub-advisors or internal models to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Joseph N

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Joseph Nelson is a CFP® professional with 23 years of experience in the financial services industry. He has been with AdvisorNet Wealth Partners since 2012 and previously worked at Cetera Advisor Networks LLC for six years. He is also involved with Advanced Retirement Resources and participates in a referral arrangement with an online banking service. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using various asset classes and offers both discretionary and non-discretionary management services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Eric K

Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

Eric Kallal is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 63 license and 13 years of industry experience. He has worked with firms including Cetera and Executive Financial Services, Inc., and is president and owner of ESK Financial. Kallal also sells life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may use sub-advisors or internal model portfolios to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Chad O

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Chad Olson is a CFP® professional with 18 years of experience in financial planning. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and several other financial and divorce-related firms. Olson is co-owner of Simplify My Divorce, a business providing divorce education through articles and videos, and part owner of Xbrezzo, LLC, which develops automated tools and software for divorce professionals. AdvisorNet Wealth Partners provides investment management and financial planning services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management to a wide range of clients.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Taylor S

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Taylor Sundeen is a CFP® professional with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His prior roles include positions at Foundations Investment Advisors LLC, AdvisorNet Wealth Management, Great Waters Financial, and his work as a real estate agent at Realty Group, Inc. outside the investment industry. AdvisorNet Wealth Partners serves a diverse client base including individuals, trusts, corporations, and qualified plans, offering investment management, financial planning, and retirement consulting. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and various external and internal managers to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Geoffrey K

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Geoffrey Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013 and has been with AdvisorNet Wealth Partners since 2012. Outside of his advisory roles, he serves as a director for the Minnesota Golf Association. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios utilizing multiple asset types and offers both discretionary and non-discretionary management services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Walter B

Series 63, Series 65

Minnetonka, MN

AdvisorNet Wealth Partners

Walter Bomgren is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Cetera, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, he serves as treasurer and president of the benevolence committee at North Heights Lutheran Church. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to a diverse client base including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management solutions.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Phoebe B

Series 65, Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

Phoebe Bird is a financial advisor at AdvisorNet Wealth Partners with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Clearpath Wealth Advisors, Everest Financial Group, and Charles Schwab. Outside of her advisory role, she is also licensed as an insurance agent in Minnetonka, MN. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management approaches.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Timothy S

Series 63, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Timothy Sigstad is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His career includes prior roles at Cetera Wealth Services and Caissa Wealth Strategies. Outside of financial advising, Sigstad works part-time as a realtor assisting a family real estate team. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and sub-advisors, offering both discretionary and non-discretionary services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Michael T

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Michael Townsend is a financial advisor at AdvisorNet Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Questar Asset Management. Townsend is also an insurance agent, selling life, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors to implement client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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David W

CFP®, Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

David Weinbach is a CFP® with 33 years of industry experience currently with AdvisorNet Wealth Partners. He has led Weinbach Investment Management LLC since 2013 and has been affiliated with Advisornet Financial, Inc. during the same period. Outside of his advisory work, he serves as a high school basketball official and participates in sponsored pickleball tournaments. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, combining discretionary and non-discretionary management tailored to client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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David S

CFP®, ChFC®, Series 63, Series 65

Minnetonka, MN

AdvisorNet Wealth Partners

David Schwandt is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is affiliated with AdvisorNet Wealth Partners and has worked with Cetera Advisor Networks and Advisornet Wealth Management since 2012 and 2013, respectively. In addition to his advisory roles, Schwandt is an attorney and serves on the board of the Trueblood Performing Arts Center, a nonprofit organization. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individual and institutional clients. The firm employs diversified portfolios utilizing equities, fixed income, mutual funds, ETFs, and both discretionary and non-discretionary management approaches.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Benjamin W

Series 63, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Benjamin Waples is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Principal Securities Inc. and Principal Life Insurance Company before joining AdvisorNet and Cetera in 2023. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management tailored to client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Paul D

CFP®, ChFC®, Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

Paul Drach is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding CFP® and ChFC® designations and over 38 years of industry experience. He has been with AdvisorNet Wealth Partners since 2012 and has prior experience with Cetera Wealth Services and Planned Benefits, Inc., where he is also an owner. Outside of his advisory role, he owns Drach Financial and serves as a trustee for an irrevocable family trust. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors, offering both discretionary and non-discretionary management tailored to client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Shawn L

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Shawn Larson is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Cetera and Ajw Financial. Outside of his advisory work, Larson is a part owner of Lehnoff Farm, which engages in farming and land conservation. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Joshua W

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Joshua Webskowski is a CFP® professional with 19 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His work history includes roles at Cetera and Cetera Wealth Services, and he has operated Webskowski Accounting for two decades. Outside of advising, he owns a debt management counseling business and is a CPA involved in tax preparation and representation, as well as an author of a tax-related book. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and external sub-advisors, offering both discretionary and non-discretionary management across a range of fee structures.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Robert B

Series 63, Series 65

Minnetonka, MN

AdvisorNet Wealth Partners

Robert Beveroth is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at Cetera, Advance Wealth Management Group, and The Prudential Insurance Company of America. In addition to his advisory duties, he is also licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care coverage. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction and a range of management options, serving both non-high-net-worth and high-net-worth clients.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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James M

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

James Mattson is a financial advisor with AdvisorNet Wealth Partners, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley. He serves on the St. Johns University Board of Alumnus, assisting with donor relations. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Dylan M

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Dylan Merchant is a financial advisor at AdvisorNet Wealth Partners with six years of industry experience and holds a Series 66 designation. He has previously worked with Equitable Advisors and Advanced Retirement Resources. Outside of advising, he is a sales associate for Realty Benefit Services, where he is involved in the sales of a tax account program. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to a diverse client base including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios utilizing equities, fixed income, mutual funds, ETFs, and may include sub-advisors and internal model portfolios to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Daniel H

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Daniel Harrington is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 17 years of industry experience. He has served at AdvisorNet Wealth Partners since 2012 and at Cetera Wealth Services since 2013. Harrington is also involved in community activities as a volunteer with Presbyterian Homes & Services, where he engages with men's groups on non-investment topics. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs both discretionary and non-discretionary management strategies.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Robert M

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Robert Mc Hattie is a financial advisor at AdvisorNet Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Cetera Wealth Services. Outside of advising, he serves on the board of the Saint Paul Association for Community Soccer, which focuses on developing and maintaining soccer fields, and he is involved in managing a family limited partnership owning farmland in Minnesota. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios through equities, fixed income, mutual funds, ETFs, and utilizes internal and external managers to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Chad N

CFP®, Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

Chad Norling is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding the CFP® designation and a Series 63 license. He has 29 years of industry experience and has worked at firms including Cetera Wealth Services, LLC, and Executive Financial Services, Inc., where he is a partner. Norling also serves as president of Norling Financial Services. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm manages accounts through diversified portfolios and uses both discretionary and non-discretionary strategies, incorporating various investment vehicles and third-party managers.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Justin G

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Justin Gervais is a CFP® professional with 15 years of experience in the financial services industry. He is currently a financial advisor at AdvisorNet Wealth Partners and has held positions at firms including City National Bank and RBC Capital Markets. Outside of advising, he is involved in property maintenance through GHS Development LLC. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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