Daniel
Jandro

Advisornet Wealth Partners

CRD#5800162
Investment Advisor
in Hopkins, MN

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About this Advisor

Daniel Jandro is a certified financial planner operating out of Hopkins, Minnesota with a total of 3 years of relevant experience. Jandro is currently employed by Advisornet Wealth Partners. The advisor has gained experience at Lifelong Wealth Advisors, Cetera Advisor Networks LLC and Advisornet Wealth Management. Jandro maintains a Series 63 license, certifying them as a securities agent, and is registered to serve investors in Minnesota. Advisornet Wealth Partners is a financial advisory business that has its headquarters in Hopkins, MN. The investment advisory business has offices in 49 locations and a total of 123 advisors. It controls $3 billion in assets across its 10,189 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 10,189 customer accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets. Advisornet Wealth Partners has a number 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fees charged by Advisornet Wealth Partners can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

110 Cheshire Lane Suite 200
Hopkins, MN 55305

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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

Daniel Jandro Work History

Daniel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Advisornet Wealth Management

2010 - Present (14 years)

Lifelong Wealth Advisors

2013 - 2020 (7 years)

Cetera Advisor Networks 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 Daniel Jandro 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

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

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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