Brian
Thorkelson

Advisornet Wealth Partners

CRD#4336809
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brian Thorkelson is a financial advisor who works out of Minneapolis, Minnesota who has 7 years of relevant experience. Thorkelson is an advisor for Advisornet Wealth Partners. During their career, the advisor has held roles at J.P. Morgan Securities LLC, Triad Advisors, Inc, Triad Hybrid Solutions, LLC, Lurie Wealth Advisors, Cetera Advisor Networks LLC and Advisornet Wealth Management. Thorkelson holds Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Minnesota and Texas. Advisornet Wealth Partners is a financial advisory firm that has its headquarters in Hopkins, MN. The company has offices in 49 locations and a total of 123 financial advisors. It oversees $3 billion in assets under management among its 10,189 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 10,189 client accounts, 19% belong to high-net-worth individuals who have at least $1 million in investable assets. Advisornet Wealth Partners performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on which services the firm provides the client. Fees billed by Advisornet Wealth Partners most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2501 Wayzata Boulevard
Minneapolis, MN 55405

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Advisornet Wealth Partners Brokerage Details

Total Assets Under Management

$2,563,915,015

MN Average: $5,289,111,388
Total Number of Employees

123

MN Average: 157
Total Number of Accounts

10,189

MN Average: 8,262
Average Account Size

$251,636

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brian Thorkelson Work History

Brian has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Advisornet Wealth Management

2014 - Present (10 years)

Lurie Wealth Advisors

2016 - 2018 (2 years)

Cetera Advisor Networks LLC

2014 - 2016 (2 years)

Triad Advisors, Inc

2014 - 2016 (2 years)

Triad Hybrid Solutions, LLC

2010 - 2014 (4 years)

J.P. Morgan Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Thorkelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisornet Wealth Partners

Anders Haugen
Saint Paul, MN
Trever Christian
Hopkins, MN
John Schwalbach
Saint Paul, MN
Robert Bonine
Hopkins, MN
Jeremy Lipinski
Hopkins, MN
John Judd
Denver, CO
Zachary Morgan
Hopkins, MN
William Will
Hopkins, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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