Walter Roy Bomgren

Employer firm

Advisornet Wealth Partners CRD 113074

$3.15B regulatory AUM 222 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERIODIC INVESTMENT MONITORING AND FINANCIAL CONSULTING.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 03/2017
  Morgan Stanley Smith Barney
  St. Paul, MN
• 01/2015 → 03/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2017 → Present
  Advisornet Wealth Partners
  Minneapolis, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-12-13 → 2017-04-17
  Morgan Stanley
  St. Paul, MN
  St. Paul, MN
• 2004-07-21 → 2009-01-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Paul, MN
  St Paul, MN

Other Businesses

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: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 04/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2017 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED REPRESENTATIVE; 4. NAME OF OTHER BUSINESS: NORTH HEIGHTS LUTHERAN CHURCH, INVESTMENT RELATED: NO, ADDRESS: 1700 HIGHWAY 96 W, ARDEN HILLS, MN 55112, NATURE OF BUSINESS: CHURCH, START DATE:05/2024, POSITION/TITLE/RELATIONSHIP: TREASURER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SIGN CHECKS WITH ONE OTHER SIGNATURE REQUIRED FOR A NUMBER OF CHURCH EXPENSES; 5. NAME OF OTHER BUSINESS: NORTH HEIGHTS LUTHERAN CHURCH BENEVOLENCE COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 1700 HIGHWAY 96 ARDEN HILLS, MN 55112; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP LEAD COMMITTEE THAT DONATES CHURCH FUNDS TO LOCAL MINISTRIES ON AN ANNUAL BASIS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-03
• S63 Uniform Securities Agent State Law Examination
  1984-02-28

Other Names

• Walter R Bomgren
• Wally Bomgren