Cory Zafke
Cory Zafke is a registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 15 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,514 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees are non-negotiable and based on a fixed percentage of assets under management.
Fee Estimator
Location
130 Cheshire Lane, Suite 130, Minnetonka, MN, 55305
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cory sells various insurance products, dedicating about 10-20% of his time to this activity. He is also a Chapter President/Instructor for the American Financial Education Alliance, providing financial educational workshops for a few hours per week.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Foundations Investment Advisors LLC
Advisornet Wealth Management
Allianz Life Financial Services, LLCBroker
State Registrations2 states
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
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