David Arnold Schwandt

CFP · ChFC

Advisornet Wealth Partners

40 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInvestment Management

Advisornet Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

71 advisors

Number of Clients

2,712 clients

Average Client Portfolio

$863K average

Assets Under Management

$2.3B

Fee Structure

Location

110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

David is the owner/manager of Planviser Financial, sells fixed insurance products, and is an advisory representative for AdvisorNet Wealth Management. He also refers clients to Choice Financial for online banking and serves as a board member for Trueblood Performing Arts Center, dedicating minimal time to each.

Employment History

Current Registrations

Advisornet Wealth Partners

January 2014 - Present · 12 yrs 1 mo

Previous Registrations

Cetera Advisor Networks LLC

March 2009 - January 2022 · 12 yrs 10 mos

Financial Network Investment Corporation

January 2008 - December 2008 · 11 mos

Cetera Advisor Networks LLCBroker

May 2007 - January 2022 · 14 yrs 8 mos

New England SecuritiesBroker

May 1994 - May 2007 · 13 yrs

Capital Management Securities, INC.Broker

July 1990 - May 1994 · 3 yrs 10 mos

Aegis Investments, INC.Broker

January 1989 - July 1990 · 1 yr 6 mos

B.C. Christopher Securities CO.Broker

December 1988 - January 1989 · 1 mo

Morison Securities, INC.Broker

May 1985 - December 1988 · 3 yrs 7 mos

State Registrations2 states

MNTX

Advisor

Exams

No exam information available for this advisor.