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Benjamin Waples

Advisornet Wealth Partners
22 Years of Experience
Minnetonka, MN
Broker
View SEC Summary
View SEC Summary

Benjamin Waples is a registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 22 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 3,514 clients with $3.1B in assets under management.

Advisornet Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,514 clients
Average Client Portfolio
$896K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Fees are non-negotiable and based on a fixed percentage of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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.

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Other Business Activities

Benjamin is involved in retirement plan sales and financial planning/asset management through AdvisorNet and AdvisorNet Wealth Partners. These activities take up nearly full-time hours.

Employment History
Current Registrations
Advisornet Wealth Partners
August 2023 - Present · 3 yrs 2 mos
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Principal Securities, INC.
October 2014 - August 2023 · 8 yrs 10 mos
Principal Funds Distributor, INC.Broker
February 2011 - October 2012 · 1 yr 8 mos
Principal Securities, INC.Broker
June 2005 - August 2023 · 18 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 2004 - March 2005 · 1 yr
State Registrations13 states
IAILINMEMNNCNDNJPASDTXUTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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