Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
130 Cheshire Ln, Ste 150, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Minneapolis | MN | 11/2016 | 11/2018 |
| E*Trade Capital Management Llc | Minneapolis | MN | 11/2016 | 11/2018 |
| E*Trade Securities Llc | Edina | MN | 11/2018 | 05/2020 |
| E*Trade Capital Management Llc | Edina | MN | 11/2018 | 05/2020 |
| Advisornet Financial | Minneapolis | MN | 05/2020 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2020 | Present |
| Advisornet Wealth Management, Llc | Minneapolis | MN | 05/2020 | Present |
| Unemployed | Edina | MN | 08/2016 | 11/2016 |
| Advisornet Wealth Partners | Minneapolis | MN | 05/2021 | Present |
| Advisornet Financial Inc | Minneapolis | MN | 05/2021 | Present |
| Advisornet Financial Inc Dba Advisornet Employer Plan Partners | Minnetonka | MN | 03/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Bar Financial Partners | Minnetonka | MN | 04/2025 | Present |
1) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074 ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INVESTMENT ADVISORY ; FIRM POSITION/TITLE/RELATIONSHIP: EXECUTIVE PLANNER ; START DATE: 5/2022 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: EXECUTIVE PLANNER, FINANCIAL PLANNING; 2) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2021; POSITION/TITLE/RELATIONSHIP: EXECUTIVE PLANNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE GUIDANCE AND STRATEGY TO THE RIA PLATFORM AT ADVISORNET FINANCIAL, RELATIONSHIP MANAGEMENT TO ADVISORS USING RIA PLATFORM; 3) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC DBA ADVISORNET FINANCIAL PARTNERS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2021 ; POSITION/TITLE/RELATIONSHIP: EXECUTIVE PLANNER ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT ; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 5/2022; 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, FIXED ANNUITIES AND LONG-TERM CARE; 5) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC DBA ADVISORNET EMPLOYER PLAN PARTNERS; INVESTMENT RELATED: YES, ADDRESS: 110 CHESHIRE LN SUITE 200, MINNETONKA, MN 55305, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES FOR RETIREMENT PLANS; 6) NAME OF OTHER BUSINESS: BAR FINANCIAL PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-15 |
Reach out to this advisor