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12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-10-06 |
Branch Locations
12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | Present |
| Advisornet Financial Inc, Dba Advisornet Wealth Partners | Minneapolis | MN | 11/2011 | Present |
| E-Wealth Partners | Bloomington | MN | 07/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| E-Wealth Partners Dba Sbi Financial Services, Llc, | Bloomington | MN | 11/2023 | Present |
(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; (2) NAME OF OTHER BUSINESS: SBI TAX & FINANCIAL SERVICES, INVESTMENT RELATED: NO, ADDRESS: 8120 PENN AVE SOUTH BLOOMINGTON MN 55431, NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES, POSITION/TITLE/RELATIONSHIP: MANAGEMENT / OPERATIONAL / TAX PREPARATION START DATE: 02/07, APPROX NUMBER OF HOURS PER MONTH: 20; (3) NAME OF OTHER BUSINESS: SBI WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 1/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES (4) 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 BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; (5) NAME OF OTHER BUSINESS: E-WEALTH PARTNERS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 04/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR BUSINESS OWNERS AND ENTREPRENUERS AND THEIR FAMILIES ; (6) NAME OF OTHER BUSINESS: E-WEALTH PARTNERS DBA SBI FINANCIAL SERVICES, LLC, CRD #327053, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: OWNER/IAR, START DATE: 11/2023, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: AFFILIATION ONLY. NOT APPROVED FOR PRODUCTION;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-07-02 |
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