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Brian Joseph Adamek

E-Wealth Partners

Minnetonka, MN

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Current Employers
E-Wealth Partners

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-10-06
  • MN RA
    APPROVED
    Since 2023-10-06

Branch Locations

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • 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
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
  • 01/2013 → Present
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2011 → Present
    Advisornet Financial Inc, Dba Advisornet Wealth Partners
    Minneapolis, MN
  • 07/2023 → Present
    Bloomington, MN
  • 06/2023 → Present
    Schaumburg, IL
  • 11/2023 → Present
    E-Wealth Partners Dba Sbi Financial Services, Llc,
    Bloomington, MN
Previous Registrations
  • 2014-01-27 → 2024-01-16
    Minnetonka, MN
    Bloomington, MN
  • 2023-06-29 → 2023-12-31
    Bloomington, MN
  • 2013-11-20 → 2023-06-29
    Cetera Wealth Services, Llc
    Roseville, MN
    Bloomington, MN
    Bloomington, MN
    El Segundo, CA
    Bloomington, MN
  • 2011-04-15 → 2011-10-04
    National Planning Corporation
    Burnsville, MN
Other Businesses

(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;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-02
  • S63 Uniform Securities Agent State Law Examination
    2009-07-02
Designations

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