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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2019-05-30 |
| TX | RA | APPROVED | 2019-03-18 |
Branch Locations
1830 W. Fulton St., Suite 100, Rapid City, SD 57702 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trion Energy Solutions | Deerfield Beach | FL | 09/2015 | 01/2017 |
| Search Partners, Inc. | Rapid City | SD | 02/2017 | 10/2017 |
| Berthel Fisher & Company Financial Services, Inc. | Rapid City | SD | 11/2017 | 03/2019 |
| Bfc Planning, Inc. | Rapid City | SD | 01/2018 | 03/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2019 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 03/2019 | Present |
| Search Partners Inc Dba Financial Consultants Of Rapid City | Rapid City | SD | 03/2019 | Present |
| E&G, Llc | Rapid City | SD | 09/2017 | 12/2021 |
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: 03/2019 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: 03/2019 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: SEARCH PARTNERS INC DBA FINANCIAL CONSULTANTS OF RAPID CITY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2019 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: INTERNATIONAL STUDENTS INC INVESTMENT RELATED: NO ADDRESS: RAPID CITY, SD NATURE OF BUSINESS: VOLUNTEER START DATE: 08/2014 POSITION/TITLE/RELATIONSHIP: VOLUNTEER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: CHRISTIAN MINISTRY THAT SUPPORTS INTERNATIONAL STUDENTS 5.NAME OF OTHER BUSINESS: PARKVIEW CHURCH INVESTMENT RELATED: NO ADDRESS: 333 SANDRA LN, RAPID CITY, SD 57701 NATURE OF BUSINESS: CHURCH START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: MISSION TEAM MEMBER APX NUMBER OF HOURS PER WEEK: <1 APX NUMBER OF HOURS DURING TRADING HOURS: <1 BRIEF DESCRIPTION OF DUTIES: MISSION TEAM MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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