YOUR
Partner

FOR ADVISORY BUSINESS

OUR Wealth Management SERVICES

We partner with entrepreneurial advisors who are looking for independence without sacrificing valuable infrastructure and operational excellence. Our advisors appreciate being part of a community. At our foundation, we believe in the power of the client-advisor relationship, and our dedication to the success of our advisors sets us apart from the competition.

philosophy

Our primary focus at AdvisorNet Wealth Management is serving the needs of successful independent financial advisors. Our approach allocates your time and resources to making meaningful connections with your clients and growing your advisory practice. We believe in the value of personal service and the relationships with our advisors are what matters most to us.

our-services-wealth

AdvisorNet Wealth Management’s reason for being is to serve the needs of successful, interdependent advisors.

Join Advisornet

2012 SEC REGISTERED

5 CUSTODIAN PLATFORMS

MN MINNEAPOLIS HEADQUARTERS

from our advisors

Paul Stein
Paul Stein
Advanced Retirement Resources

“I have been a part of AdvisorNet Financial since 1992. I initially chose to join the organization because of the integrity with which they operate and their openness to making changes for the better, for both advisors and their clients. While we could expand our own staff for regulatory, compliance, legal, or back office work, it is wonderful to instead work with AdvisorNet Wealth Management and have the confidence in knowing that what needs to be done is getting done. AWM allows us to spend more time focusing on planning and taking care of our clients.”

INTERDEPENDENCE

AdvisorNet Wealth Management offers a unique model of interdependence through our experienced advisory firm.

As an independent advisor, your focus is on your business and your individual brand. Our committed team will focus on the details in the background while you spend additional time with your clients and building your business.

interdependent

Resources

Independent advisors capitalize on shared resources at AdvisorNet Wealth Management. We offer extensive platform choices with a variety of services. Our scale gives your buisness access to investment platforms,  institutional pricing and leading technology resources. Our unique culture encourages you to share experiences with our other advisors, strengthening personal and business network connections.

TECHNOLOGY

TECHNOLOGY

  • E-document management
  • Cloud-based reporting
  • Integration assistance

 

COMPLIANCE

COMPLIANCE

  • Industry expertise
  • Regulatory coordination
  • Ongoing and annual reviews

 

OPERATIONS

OPERATIONS

  • Reporting and billing
  • Platform flexibility
  • Dedication to service

 

LEVERAGE

LEVERAGE

  • Shared resources
  • Scalability
  • Enterprise pricing

 

THE TRANSITION PROCESS

When transitioning to AdvisorNet Wealth Management, you can rest assured that your business will be up and running quickly. We will work with you to develop a timeline that best suits your business and ensure that you are comfortable with the transition plan from beginning to end.

process
  • Business practice analysis
  • Comprehensive transition assistance
  • Paperwork strategy and/or data import
  • Marketing and branding support
  • Customized transition timeline
  • System and technology training
  • Required registration and licensing
  • Client paperwork delivery and completion
  • Business processing support
  • Account transfer updates and tracking
  • Client onboarding strategy
  • Technology integrations setup
  • Compliance check-in and review
  • Practice management assistance
  • Business development resources

OUR TEAM

The RIA team is your partner for advisory business, they act as an extension of your office to ensure you have the support you need to run your practice the way you want to.

Mike Hiniker

Mike Hiniker

Executive Vice President, Partner & Business Strategy
612.347.7833mhiniker@advisornet.com
Brandon O'Hara

Brandon O'Hara

SVP, Chief Compliance Officer & Designated Supervisor
612.436.3768bohara@advisornet.com
Evan Chang

Evan Chang

Vice President, Compliance & Supervision
612.347.7807echang@advisornet.com
Kari Polasek

Kari Polasek

Director of Operations and Advisor Transitions
612.347.7802kpolasek@advisornet.com
Nate Willer

Nate Willer

RIA Supervision and Compliance Manager
612.503.1823nwiller@advisornet.com
Kathy Nemer

Kathy Nemer

RIA Billing and Registrations Manager
612.347.8635knemer@advisornet.com
Scott Fremont

Scott Fremont

Technology & Initiatives Manager
612.436.3737sfremont@advisornet.com
Mai Thao

Mai Thao

Sr. New Business Processor
612.436.3788mthao@advisornet.com
Gadise Mulat

Gadise Mulat

New Business Processor
612.305.1817gmulat@advisornet.com
ANNA MONAHAN

ANNA MONAHAN

New Business Processor
612.436.3793amonahan@advisornet.com
Matthew DeBianchi

Matthew DeBianchi

New Business Processor
612.503.1834mdebianchi@advisornet.com

MEET AN ADVISOR

Listed below are some of our independent associated advisors with offices throughout the Midwest.
Broker Check