David
Weinbach
Advisornet Wealth Partners
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About this Advisor
David Weinbach is a certified financial planner who works in Madison, Wisconsin with 9 years of relevant experience. Weinbach works at Advisornet Wealth Partners. During their career, the advisor has held roles at Robert W. Baird & Co. Inc, Advisornet Financial, Inc and Weinbach Investment Management LLC. Weinbach maintains a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in Minnesota, Texas and Wisconsin. Advisornet Wealth Partners is a financial advisory business operating out of Hopkins, MN. It has offices in 49 locations and a total of 123 financial advisors. It administers $3 billion in assets across its 10,189 accounts, making it one of the largest investment advisory 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 associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a broad assortment 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 charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Advisornet Wealth Partners most likely consist of some combination 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
David Weinbach Work History
David has been registered as a financial advisor for 9 years.*
Advisornet Financial, Inc
Weinbach Investment Management LLC
Robert W. Baird & Co. 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 David Weinbach 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
Saint Paul, MN
Hopkins, MN
Hopkins, MN
Saint Paul, MN
Saint Paul, MN
Denver, CO
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.
