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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-17 |
| IA | RA | APPROVED | 2023-08-28 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| MN | RA | APPROVED | 2023-08-23 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Eden Prairie, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Des Moines | IA | 05/2005 | 08/2023 |
| Principal Securities Inc | Des Moines | IA | 03/2016 | 08/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Advisornet | Minnetonka | MN | 07/2023 | Present |
| Advisornet Wealth Partners | Minnetonka | MN | 07/2023 | Present |
1. NAME OF OTHER BUSINESS: ADVISORNET INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN SALES APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: RETIREMENT PLAN SALES 2. NAME OF OTHER BUSINESS: ADVISORNET WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN SPECIALIST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: QUALIFIED RETIREMENT PLAN SALES; 3. NAME OF OTHER BUSINESS: ADVISORNET WEALTH PARTNERS CRD #113074, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 08/2023, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-20 |
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