Brooke
Anderson

Advisornet Wealth Partners

CRD#7072829
Investment Advisor
in Saint Paul, MN

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About this Advisor

Brooke Anderson is a financial advisor based in Saint Paul, Minnesota, working with Advisornet Wealth Partners. Brooke has previously held positions at Securian Financial Services Inc, Fortune Financial, Wells Fargo, Minnesota Air National Guard, University Of Minnesota, Fitness Crossroads, Rbc Capital Markets, LLC, Advisornet Wealth Partners, and Lifelong Wealth Advisors. Brooke has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Brooke is part of Advisornet Wealth Partners, which operates out of Saint Paul, Minnesota. The firm has 42 offices and 120 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Advisornet Wealth Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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, Others

Office Location

1150 County Road E West
Saint Paul, MN 55112

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Advisornet Wealth Partners Brokerage Details

Total Assets Under Management

$2,267,646,782

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

120

MN Average: 157
Total Number of Accounts

8,433

MN Average: 8,262
Average Account Size

$268,902

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

Brooke Anderson Work History

2023 - Present (1 year)

Advisornet Wealth Partners

2023 - Present (1 year)

Lifelong Wealth Advisors

2019 - Present (5 years)

Rbc Capital Markets, LLC

2019 - 2019 (< 1 year)

Securian Financial Services Inc

2019 - 2019 (< 1 year)

Securian Financial Services Inc

2019 - 2019 (< 1 year)

Fortune Financial

2018 - 2019 (1 year)

Wells Fargo

2016 - 2017 (1 year)

Fitness Crossroads

2014 - 2017 (3 years)

University Of Minnesota

2012 - 2018 (6 years)

Minnesota Air National Guard

Disclosures

Please visit the SEC profile of Brooke Anderson 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

William Will
Hopkins, MN
Jared Price
Denver, CO
Jeremy Lipinski
Hopkins, MN
David Weinbach
Madison, WI
Daniel Bonkoski
Rapid City, SD
Anders Haugen
Saint Paul, MN
Logan Taft
Hopkins, MN
Ryan Keshemberg
Hopkins, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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