Minnetonka, MN 110 Cheshire Lane Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,132,437,887
ClientsTotal clients
3,499
AdvisorsAdvisors at this office
33
Of 58 advisors across 16 offices
Location
110 Cheshire Lane, Suite 200
Minnetonka MN 55305
Advisors at this office
33
Advisors at this office
Eric B
Series 66, Series 63
Minnetonka, MN
Advisornet Wealth Partners
Eric Bennett is a financial advisor at Advisornet Wealth Partners with nine years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Morgan Stanley, E*TRADE Securities 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, and ETFs, and offers both discretionary and non-discretionary management.
Scott S
CFP®, Series 66
Minnetonka, MN
Advisornet Wealth Partners
Scott Schneidermann is a CFP® certificant with 19 years of industry experience, currently serving at Advisornet Wealth Partners. His prior experience includes roles at 41 Financial, Boyum Wealth Architects LLC, LPL Financial, and Next Financial Group Inc. Outside of his advisory work, he has operated as a sole proprietor in real estate rental property ownership. 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 equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors or internal model portfolios to meet client objectives.
Daniel K
CFP®, Series 66
Minnetonka, MN
Advisornet Wealth Partners
Daniel Klein is a Certified Financial Planner® with 19 years of experience in the financial services industry. He is currently with AdvisorNet Wealth Partners and has previously worked at Cetera and Advanced Wealth Management Group. In addition to his advisory role, he is an insurance agent offering life, health, disability, 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, and ETFs, and offers both discretionary and non-discretionary management through various fee arrangements.
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.
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.
Sean B
Series 66
Minnetonka, MN
Advisornet Wealth Partners
Sean Barrett is a financial advisor at Advisornet Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company, Cetera Advisor Networks, and Advanced Retirement Resources Inc. Barrett has also been involved with the University of St. Thomas since 2016. 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 and both discretionary and non-discretionary management through various investment vehicles and advisory arrangements.
Erik H
CFP®
Minnetonka, MN
Advisornet Wealth Partners
Erik Howe is a CFP® professional with one year of experience, currently advising at AdvisorNet Wealth Partners. His prior roles include positions at Advanced Retirement Resources and The Navigators. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and both internal and external management solutions to meet client objectives.
Joshua C
CFP®, Series 66
Minnetonka, MN
Advisornet Wealth Partners
Joshua Canniff is a financial advisor with Advisornet Wealth Partners and holds CFP® and Series 66 credentials. He has 20 years of industry experience and has worked with Cetera and its affiliated firms since 2012. Canniff is also involved as a financial advisor with 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 a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios with equities, fixed income, mutual funds, and ETFs, utilizing both discretionary and non-discretionary management approaches.
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 various roles since 2002, including positions at Cetera and Collaborative Associates. Wolff is a board member of Daisy Camp, a nonprofit that provides divorce resources and education focused on women, and is involved in entrepreneurial ventures including a fintech company developing tools for divorce professionals. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan consulting, and related advisory services to a broad client base including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies utilizing equities, fixed income, and other asset classes, and delivers both discretionary and non-discretionary management tailored to client objectives.
James K
Series 63, Series 66
Minnetonka, MN
Advisornet Wealth Partners
James Komoszewski is a financial advisor at AdvisorNet Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cetera and AdvisorNet Financial since 2019. 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, 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.
John K
Series 63, Series 66
Minnetonka, MN
Advisornet Wealth Partners
John Karpinsky is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 credentials and 38 years of industry experience. His career includes roles at Advanced Wealth Management Group, Inc. and Cetera Wealth Services, LLC. Outside of financial advising, he is a part owner and guide at Promise Land Outfitters, a hunting guide service. 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, and offers both discretionary and non-discretionary management options.
Joseph N
CFP®, Series 66
Minnetonka, MN
Advisornet Wealth Partners
Joseph Nelson is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has worked at Advisornet Wealth Partners since 2012 and previously spent six years with CETERA Advisor Networks LLC. Nelson also refers clients for online banking services through Choice Financial Group. Advisornet Wealth Partners provides investment management, financial planning, and retirement 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 options.
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 designation and 13 years of industry experience. He has worked with Cetera and Executive Financial Services, Inc., in addition to his current role at Advisornet Wealth Partners. Kallal is also involved in multiple financial advisory activities including ownership of ESK 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 a range of investment vehicles and employs both discretionary and non-discretionary management strategies.
Chad O
CFP®, Series 66
Minnetonka, MN
Advisornet Wealth Partners
Chad Olson is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding CFP® and Series 66 designations and having 18 years of industry experience. He has worked with multiple firms including Cetera and co-owns businesses related to divorce planning and education, such as Divorce Financially and Simplify My Divorce, as well as a meal-planning website focused on the Paleo diet. Olson also provides strategic input for fintech tools aimed at divorce professionals. Advisornet Wealth Partners offers investment management and financial planning services to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies and combines discretionary and non-discretionary management approaches to meet client objectives.
Taylor S
CFP®, Series 66
Minnetonka, MN
Advisornet Wealth Partners
Taylor Sundeen is a CFP® professional with 18 years of experience in the financial services industry. He is currently with AdvisorNet Wealth Partners and previously worked at Foundations Investment Advisors LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of advising, Sundeen is a licensed real estate agent with Realty Group, Inc. 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 employs diversified portfolios using various asset classes and manages accounts through discretionary and non-discretionary arrangements.
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