Mokena, IL Office
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AdvisorNet Wealth Partners
Multi-team
Firm-wide stats for AdvisorNet Wealth Partners
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.
Based on AdvisorNet Wealth Partners
Expertise
Based on AdvisorNet Wealth Partners
Location
9480 Enterprise Dr. Suite 1
Mokena IL 60448
Advisors at this office
6
Advisors at this office
Julia S
Series 66
Mokena, IL
AdvisorNet Wealth Partners
Julia Slobodnik is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. She has one year of industry experience, including prior roles at Cetera Wealth Services, Equitable Advisors, and Seven Saints. Outside of her advisory work, she also works as a server at a restaurant called Augie's. 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 a variety of investment vehicles and offers both discretionary and non-discretionary management services.
William W
CFA®, Series 63, Series 65
Mokena, IL
AdvisorNet Wealth Partners
William Will is a financial advisor at AdvisorNet Wealth Partners with seven years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining AdvisorNet, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners offers 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 model portfolios to meet client objectives.
George M
Series 66
Mokena, IL
AdvisorNet Wealth Partners
George McCabe is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services and McCabe & Associates, where he is currently the owner. In addition to his advisory role, McCabe is an author of a finance-related book titled "Building Your Wealth Bridge" published through Amazon. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers, offering both discretionary and non-discretionary services.
Ryan G
Series 66
Mokena, IL
AdvisorNet Wealth Partners
Ryan Gandurski is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 license. He has 20 years of industry experience, with prior roles at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of his advisory work, Gandurski coaches a 15U youth baseball team and serves on the advisory school board at St. Judes Catholic School. 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 employs both discretionary and non-discretionary management.
Zachary M
CFP®, CFA®, Series 66
Mokena, IL
AdvisorNet Wealth Partners
Zachary Morgan is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. He holds the CFP® and CFA® designations, as well as a Series 66 license. Prior to joining AdvisorNet, he worked at Northern Trust for five years. 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 third-party managers while offering both discretionary and non-discretionary management.
Timothy M
CFP®, Series 63
Mokena, IL
AdvisorNet Wealth Partners
Timothy Mccabe is a CFP® professional with 45 years of industry experience, currently serving at AdvisorNet Wealth Partners since 2019. He previously worked at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and may include sub-advisors or internal model portfolios to meet client objectives.
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