AdvisorNet Wealth Partners logo

AdvisorNet Wealth Partners

Updated today

Client AUM

$3,132,437,887

Clients

3,499

Advisors

58

across 15 offices

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

See office

110 Cheshire Lane, Suite 200

Minnetonka MN 55305

Advisors at this office

33

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

Also doing business as

Advanced Retirement Resources · Advanced Wealth Management Group · Advantage Financial Planning · Advisornet Financial · Advisornet Financial Partners · Advisornet Financial, Inc. · Advisornet Wealth Management · Advisornet Wealth Partners · Affiance Financial · Agm Financial Group · Ajw Financial · Aligned Wealth Planning Group · Alpha Wealth Advisors · Apex Wealth Services · Bergerson Resource Group · Bond And Devick Financial Network · Box Financial · Brightline Group · Brumbaugh Wealth Management · Calculated Wealth Partners · Capital Partners Investment Group · Carson Choice Retirement Solutions · Clearpath Wealth Advisors · Contego Capital · Cornerstone Advisors · Coulter, Schmidt & Klein Private Wealth Advisors · Coyote Financial · Crown Capital Advisory · Dorval & Chorne Financial Advisors · Drach Financial · Dunncreek Advisors · Eagle Creek Financial Advisors · Empire Asset Management Group · Ensemble Planning · Ensemble Planning, LLC · Epoch Financial Group · Ewealthpartners · Executive Financial Services Inc · Executive Financial Services, Inc. (Efsi) · Fetsch, Snyder & Associates · Financial Consultants Of Rapid City · Financial Planning Partners · Financially Fluent Advisors · Freedom Financial Partners · Gray Pines Wealth Management · Great Waters Financial · Hemme Wealth Management · Hutchinson Financial Advisors, LLC · Hutchison Financial Advisors · Insight Financial Group · Josh Webskowski · Jra Financial · Kadence Wealth · Keshemberg Advisory · Klb Financial · Kristi L. Andersen Financial Partners · Kristi L. Anderson Financial Partners, LLC · Kuitu Financial Services · Lewis Financial Advisors · Lewis Financial Advisors, LLC · Lifelong Wealth Advisors · Lurie Wealth Advisors · Mastertech Financial · Mattson Wealth Management · May Financial Planning · Mccabe & Associates · Meath Financial Group · Michael D. Petersen · My Financial Guardian · Nutter Financial Group · One Life Financial Group · Peak Advisory Group · Peak Portfolio Management · Pine Grove Financial Group · Planviser Financial · Retirement Advisory Services · Rice Creek Wealth Management · Robert J. Mchattie · Rosholt Financial Advisors · Sbi Financial Services · Sbi Wealth Management · Shockman Financial · Sterling Retirement Resources · Sterling Retirement Resources, Inc · Still Waters Planning · Stonebridge Wealth Partners · Strong Tower Wealth Management · Swenson Anderson Associates, Inc. · Swenson Anderson Financial Group · Swenson Anderson Financial Group, Inc. · The Cunningham Group · The Moshier Group · Tufford Hughes & Associates · Walter R. Bomgren · Wealth Management International Ltd · Webskowski Financial Network · Weinbach Investment Management, LLC · Wold Financial Group

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 in Minnetonka, MN, with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley, E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Great Waters Financial. 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 various 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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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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Kimberly B

Series 63, Series 65

Exton, PA

AdvisorNet Wealth Partners

Kimberly Brumbaugh is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 designations and over 28 years of industry experience. She is the founder and CEO of Brumbaugh Wealth Management, LLC, and has held board positions at Mid Penn Bank Holding Company since 2019. Kimberly also serves as an emeritus board member of the Chester County Chamber of Business & Industry and participates in finance committees for local organizations. 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 to meet client objectives.

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

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
user avatar

Julian Z

Series 66

Carmel, IN

AdvisorNet Wealth Partners

Julian Zavala is a financial professional with 14 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. He holds a Series 66 designation and has worked at firms including Cetera and FSA Advisors, LLC. Zavala is also involved as a co-owner of FSA Advisors, where he provides financial planning and consulting services. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using multiple asset classes and manages accounts through discretionary and non-discretionary arrangements.

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

David Z

CFP®, Series 63, Series 65

Bloomington, MN

AdvisorNet Wealth Partners

David Zack is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in financial services. He is affiliated with AdvisorNet Wealth Partners and has held roles at Cetera and Zack Financial Consulting, Inc. He serves on the board of the New Prague Area Community Center. 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. He has been involved with Advisornet Insurance, Keshemberg Advisory, and Advisornet Financial, Inc. since 2013. In addition to his advisory work, he acts as an agent for fixed insurance sales. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios composed of equities, fixed income, mutual funds, and ETFs, and may engage sub-advisors or internal models to meet 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 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
user avatar

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
user avatar

Nicholas K

Series 63, Series 65

Carmel, IN

AdvisorNet Wealth Partners

Nicholas Key is a financial professional with 11 years of industry experience, currently affiliated with AdvisorNet Wealth Partners in Carmel, IN. He holds Series 63 and Series 65 licenses and has held roles at firms including APEX Wealth Services LLC, Cetera, and FSA Advisors, LLC. He is also co-owner of FSA Advisors, LLC, where he focuses on financial planning and consulting. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

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

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
user avatar

Jared P

Series 66

Orlando, FL

AdvisorNet Wealth Partners

Jared Price is a financial advisor at AdvisorNet Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Realty Professionals, LLC, where he is also involved as a real estate broker. Additionally, he provides compensated tax preparation services and holds appointments 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 uses diversified portfolios incorporating equities, fixed income, mutual funds, and ETFs, and combines discretionary and non-discretionary management approaches 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 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
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. His prior work includes roles at Financial Security Management, Inc. and National Planning Corporation. Outside of advisory services, he prepares tax returns and operates a retail/online resale business through arbitrage. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management across various fee structures.

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

Joshua C

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Joshua Canniff is a financial advisor at AdvisorNet Wealth Partners with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera and Cetera Wealth Services, LLC. Canniff is also a financial advisor at Rice Creek Wealth Management, where he provides investment advice, insurance, and financial planning. AdvisorNet Wealth Partners offers 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, providing both discretionary and non-discretionary management.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
View complete list of advisors at this firm
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