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Current Employers
Advisornet Wealth Partners

110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-08-24
  • IL RA
    APPROVED
    Since 2020-08-24

Branch Locations

110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States

9480 Enterprise Drive, Suite 1, Mokena, IL 60448 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Chicago IL 08/2018 06/2020
Bush Truck Leasing Mokena IL 06/2017 03/2018
Unemployed Mokena IL 04/2017 06/2017
Jpmorgan Chase Bank, N.A. Chicago IL 08/2018 06/2020
Lpl Financial Llc Chicago IL 05/2016 03/2017
Bush Truck Leasing Chicago IL 03/2018 07/2018
Cetera Wealth Services, Llc El Segundo CA 07/2020 Present
Mccabe And Associates Mokena IL 07/2020 Present
Advisornet Wealth Partners Minneapolis MN 08/2020 Present
  • 08/2018 → 06/2020
    Jp Morgan Securities Llc
    Chicago, IL
  • 06/2017 → 03/2018
    Bush Truck Leasing
    Mokena, IL
  • 04/2017 → 06/2017
    Unemployed
    Mokena, IL
  • 08/2018 → 06/2020
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 05/2016 → 03/2017
    Lpl Financial Llc
    Chicago, IL
  • 03/2018 → 07/2018
    Bush Truck Leasing
    Chicago, IL
  • 07/2020 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2020 → Present
    Mccabe And Associates
    Mokena, IL
  • 08/2020 → Present
    Minneapolis, MN
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2021 APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: MCCABE AND ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA 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: 08/2021 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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-21
S63 Uniform Securities Agent State Law Examination 2018-12-28
  • S65 Uniform Investment Adviser Law Examination
    2020-08-21
  • S63 Uniform Securities Agent State Law Examination
    2018-12-28
Designations
Other Names
  • William Will
  • William Erich Will

View on SEC IAPD

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