William
Will

Advisornet Wealth Partners

CRD#6658640
Investment Advisor
in Hopkins, MN

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About this Advisor

William Will is a financial advisor operating out of Hopkins, Minnesota with a total of 3 years of industry experience. Will is on the advisory team at Advisornet Wealth Partners. Over the course of their career, Will has held roles at Jp Morgan Securities LLC, Bush Truck Leasing, Jmc Wealth Management, Bernardin'S Landscaping, Omg It'S Gluten Free Bakery, Jpmorgan Chase Bank, N.A, Lpl Financial LLC, Cetera Advisor Networks, Mccabe And Associates and Advisornet Wealth Partners. Will has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Advisornet Wealth Partners is a financial advisory firm headquartered in Hopkins, MN. The firm has offices in 49 locations and a total of 123 people on staff. It manages $3 billion in total assets among its 10,189 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 10,189 client accounts, 19% are associated with high-net-worth individuals who have more than $1 million in investable assets. Advisornet Wealth Partners performs a diverse array 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 advisory fees usually depend on which service is provided. However, fee types billed by Advisornet Wealth Partners likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

William Will Work History

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

2020 - Present (4 years)

Cetera Advisor Networks

2020 - Present (4 years)

Mccabe And Associates

2020 - Present (4 years)

Advisornet Wealth Partners

2018 - 2020 (2 years)

Jp Morgan Securities LLC

2018 - 2020 (2 years)

Jpmorgan Chase Bank, N.A

2018 - 2018 (< 1 year)

Bush Truck Leasing

2017 - 2018 (1 year)

Bush Truck Leasing

2016 - 2016 (< 1 year)

Jmc Wealth Management

2016 - 2017 (1 year)

Lpl Financial LLC

2015 - 2015 (< 1 year)

Bernardin'S Landscaping

2014 - 2014 (< 1 year)

Omg It'S Gluten Free Bakery

*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 William Will 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
John Schwalbach
Saint Paul, MN
Robert Bonine
Hopkins, MN
Jeremy Lipinski
Hopkins, MN
Anders Haugen
Saint Paul, MN
William Will
Hopkins, MN
David Schwandt
Hopkins, MN
Logan Taft
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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