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 operating out of Saint Paul, Minnesota. Anderson is currently employed by Advisornet Wealth Partners. Over the course of their career, they have held roles at Securian Financial Services Inc, Fortune Financial, Wells Fargo, Minnesota Air National Guard, University Of Minnesota, South Dakota State University, Park High School, Fitness Crossroads, Rbc Capital Markets, LLC, Advisornet Wealth Partners and Lifelong Wealth Advisors. Anderson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. Advisornet Wealth Partners is a financial advisory company based in Hopkins, MN. The company has offices in 49 locations and a total of 123 people on staff. It administers $3 billion in assets under management between its 10,189 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 10,189 client accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees are based on which services the firm provides the client. Fee types billed by Advisornet Wealth Partners likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

1150 County Road E West
Saint Paul, MN 55112

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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

Brooke Anderson Work History

Brooke has been registered as a financial advisor for 0 years.*

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

2014 - 2014 (< 1 year)

South Dakota State University

2012 - 2018 (6 years)

Minnesota Air National Guard

2009 - 2013 (4 years)

Park High School

*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 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

Anders Haugen
Saint Paul, MN
Robert Bonine
Hopkins, MN
Trever Christian
Hopkins, MN
John Schwalbach
Saint Paul, MN
Jeremy Lipinski
Hopkins, MN
Logan Taft
Hopkins, MN
John Judd
Denver, CO
Kyle Playford
Saint Paul, 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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