Mark
Joneson
Advisornet Wealth Partners
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About this Advisor
Mark Joneson is a financial advisor who works out of Rapid City, South Dakota who has 4 years of relevant experience. Joneson is an advisor for Advisornet Wealth Partners. Their career trajectory has included roles at Berthel Fisher & Company Financial Services, Inc, Berthel Fisher & Company Planning, Inc, Cetera Advisor Networks, Advisornet Wealth Partners, Financial Consultants Of Rapid City, Fulton Plaza, Inc And Fulton Place, LLC, Executor For A Family Member, Roxene Joneson Credit Shelter Trust, Parkview Church and Cross Country Freight. Joneson maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in South Dakota and Texas. Advisornet Wealth Partners is a registered investment company that has its headquarters in Hopkins, MN. The firm has offices in 49 locations and a total of 123 employees. It handles $3 billion in assets among its 10,189 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 10,189 customer accounts, 19% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a number 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 management largely depend on which service is provided. Fees charged by Advisornet Wealth Partners most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisornet Wealth Partners Brokerage Details
$2,563,915,015
123
10,189
$251,636
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
Mark Joneson Work History
Mark has been registered as a financial advisor for 4 years.*
Cetera Advisor Networks
Advisornet Wealth Partners
Financial Consultants Of Rapid City
Executor For A Family Member
Fulton Plaza, Inc And Fulton Place, LLC
Roxene Joneson Credit Shelter Trust
Cross Country Freight
Parkview Church
Berthel Fisher & Company Financial Services, Inc
Berthel Fisher & Company Planning, Inc
*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 Mark Joneson 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
Hopkins, MN
Hopkins, MN
Saint Paul, MN
Saint Paul, MN
Hopkins, MN
Hopkins, MN
Saint Paul, MN
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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