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AdvisorNet Wealth Partners

Updated today

Client assets under management

$3,132,437,887

Clients

3,499

26% high-net-worth

Advisors

31

of 131 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

113

Very High

Average account size

$895,238

About

AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals (including both non‑HNW and high‑net‑worth clients), trusts, corporations and qualified plans. The firm offers both discretionary and non‑discretionary management, including wrap‑fee and non‑wrap arrangements, and commonly charges percentage‑of‑AUM and fixed fees while managing accounts at the household level.

The firm constructs diversified portfolios using equities, fixed income, mutual funds and ETFs and may allocate to sub‑advisors, independent managers or internal model portfolios (Portfolio Partners) to implement client objectives. AdvisorNet also uses certain funds that require adviser approval (e.g., Dimensional Fund Advisors) and can manage held‑away qualified plan participant accounts via a third‑party platform; it provides standalone financial planning and periodic consulting in addition to ongoing management.

Compared with many peers, AdvisorNet’s business mix includes a substantial number of management persons who are registered representatives of Cetera Advisor Networks and the firm operates as a licensed insurance agency, meaning some representatives can implement recommendations on a commission basis and participate in Cetera loan/bonus programs disclosed in the brochure. The firm is owned by a network of roughly 50 individuals, operates under numerous trade names, and discloses receipt of technology, service and other economic benefits from recommended custodians (Schwab, Fidelity, Betterment and Pershing), which it identifies as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Periodic investment monitoring and financial consulting.

Expertise

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

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Fee options

Fixed

Financial planning fixed fees range generally from $400 to $10,000, sometimes up to $100,000; periodic financial planning $150 to $4,000; consulting fees fixed or hourly; attendance at workshops or seminars may be fixed fee.

Percentage

Up to 2.50%, negotiable

Commissions

Brokerage commissions charged by Cetera Advisor Networks when purchased on commission basis; commissions vary by product.

Project-based

Financial planning hourly rates up to $300/hour.

Main office location

AdvisorNet Wealth Partners

110 Cheshire Lane, Suite 200

Minnetonka MN 55305, United States

Number of offices

38

Most active in

Alabama · Arizona · California · Colorado · Delaware · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eric B

Series 63, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Eric Bennett is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley, E*TRADE Securities LLC, and Great Waters Financial. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios and a range of management approaches to meet client objectives.

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

Thad D

CFP®, Series 63, Series 66

Fort Collins, CO

AdvisorNet Wealth Partners

Thad Dunn is a CFP® professional affiliated with AdvisorNet Wealth Partners, based in Fort Collins, CO, with 26 years of industry experience. He previously worked at Goldman Sachs PFM, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Outside of financial advising, he is a co-owner of Triwest, LLC, a real estate organization. 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
user avatar

Ryan K

CFP®, Series 66

Fitchburg, WI

AdvisorNet Wealth Partners

Ryan Keshemberg is a CFP® with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners in Fitchburg, WI. Since 2013, he has been involved with Advisornet Insurance, Keshemberg Advisory, and Advisornet Financial, Inc. In addition to his advisory roles, Keshemberg works as an insurance agent specializing in fixed insurance sales and receives referral fees for student loan refinancing services. 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, and ETFs, employing both discretionary and non-discretionary management approaches tailored to client objectives.

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

Cory Z

Series 63, Series 65

Minnetonka, MN

AdvisorNet Wealth Partners

Cory Zafke is a financial advisor with AdvisorNet Wealth Partners and holds Series 63 and Series 65 licenses, bringing 15 years of industry experience. His prior roles include positions at Clearpath Wealth Advisors, Foundations Investment Advisors LLC, and Allianz Life Financial Services LLC. He serves as Chapter President and Instructor for the American Financial Education Alliance, providing financial education workshops. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan consulting, and advisory services to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios across multiple asset classes and employs both discretionary and non-discretionary management approaches.

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

Jacqueline F

Series 65

Minnetonka, MN

AdvisorNet Wealth Partners

Jacqueline Fursman is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. She holds a Series 65 designation and has previously worked at Clear Path Financial Services, Foundations Investment Advisors LLC, Clearpath Wealth Advisors, 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 individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies, including equities, fixed income, and mutual funds, and serves a range of clients from non-high-net-worth to high-net-worth individuals.

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 in Minnetonka, MN. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Northwestern Mutual and Cetera Advisor Networks. Barrett is also involved in teaching at the University of St. Thomas. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios with equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management.

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

Jared P

Series 66

Orlando, FL

AdvisorNet Wealth Partners

Jared Price is a financial advisor at AdvisorNet Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Realty Professionals, LLC and National Planning Corporation. In addition to his advisory role, he spends a portion of his time preparing tax returns and is active as a real estate broker. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using equities, fixed income, mutual funds, ETFs, and access to sub-advisors and internal models to meet client objectives.

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

Erik H

CFP®

Minnetonka, MN

AdvisorNet Wealth Partners

Erik Howe is a CFP® professional with one year of experience, currently with AdvisorNet Wealth Partners. He has prior experience at Advanced Retirement Resources and The Navigators. 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, and offers both discretionary and non-discretionary management.

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

John J

Series 66

Rapid City, SD

AdvisorNet Wealth Partners

John Judd is a financial advisor with AdvisorNet Wealth Partners in Rapid City, SD, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including Financial Security Management, Inc., and NATIONAL PLANNING CORPORATION. Outside of advisory services, Judd is active as an insurance agent, prepares tax returns, and engages in retail and online resale via arbitrage. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal model portfolios to meet client objectives.

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

Kevin H

Series 63, Series 65

San Luis Obispo, CA

AdvisorNet Wealth Partners

Kevin Hemme is a financial advisor at AdvisorNet Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Cetera, Old National Bank, and LPL Financial. Hemme also owns and operates Hemme Wealth Management and is active as an insurance agent specializing in life, health, disability, annuities, and long-term care products. 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 utilizing equities, fixed income, mutual funds, ETFs, and access to sub-advisors or internal model portfolios to align with client objectives.

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

Julia S

Series 66

Mokena, IL

AdvisorNet Wealth Partners

Julia Slobodnik is a financial advisor with AdvisorNet Wealth Partners, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at firms including Cetera Wealth Services, LLC and Equitable Advisors. Outside of her advisory role, she works as a server at a restaurant called Augie's. 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 incorporating equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors and internal model portfolios to meet client objectives.

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

Veralynn M

Series 63, Series 65

Frederick, MD

AdvisorNet Wealth Partners

Veralynn Morris is a financial advisor at AdvisorNet Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Capital Portfolio Management, Inc. and Potomac Financial Services Group LLC. In addition to her advisory work, she is a certified divorce financial analyst involved with Divorce Financial Solutions, Inc., providing mediation and expert witness services related to marital property. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan and participant consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, and provides both discretionary and non-discretionary management options.

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

Daniel B

Series 63, Series 65

Rapid City, SD

AdvisorNet Wealth Partners

Daniel Bonkoski is a financial advisor at AdvisorNet Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Denver Wealth Management. His background includes roles in financial consulting and asset management. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios with equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management strategies.

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

Joseph N

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Joseph Nelson is a CFP® professional with 22 years of industry experience, currently serving at AdvisorNet Wealth Partners in Minnetonka, MN. His prior work includes six years with Cetera Advisor Networks LLC. Outside of his advisory role, he refers clients to an online banking service through Choice Financial Group. AdvisorNet Wealth Partners provides investment management and financial planning 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
user avatar

William W

CFA®, Series 63, Series 65

Mokena, IL

AdvisorNet Wealth Partners

William Will is a CFA® charterholder with seven years of industry experience. He is affiliated with AdvisorNet Wealth Partners and also serves as a financial advisor at McCabe and Associates. Prior to his current roles, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will holds securities licenses including Series 63 and Series 65 and is an insurance agent involved in the sale of life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using equities, fixed income, mutual funds, ETFs, and allocates 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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