BF
BF

Brenden Thomas Fitzpatrick

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInvestment Management
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

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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 ActivitiesSells Insurance

Brenden is employed by Alpha Wealth Advisors as a registered admin, spending full-time hours there. He also owns Fitzpatrick Capital LLC, a financial services DBA, and works as an independent contractor for The Diversified Companies selling Medicare plans, and as an insurance agent selling fixed insurance products, dedicating about 10-20% of his time to each. Finally, he is an investment advisory representative for AdvisorNet Financial Inc, spending full-time hours there.

Employment History
Current Registrations
Advisornet Wealth Partners
November 2024 - Present · 1 yr 3 mos
Cetera Wealth Services, LLC
January 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - November 2024 · 1 yr 5 mos
Cetera Advisor Networks LLC
February 2023 - June 2023 · 4 mos
Woodbury Financial Services, INC.
March 2021 - February 2023 · 1 yr 11 mos
Woodbury Financial Services, INC.Broker
March 2021 - February 2023 · 1 yr 11 mos
Prudential Financial Planning Services
July 2019 - March 2021 · 1 yr 8 mos
Pruco Securities, LLC.Broker
June 2019 - March 2021 · 1 yr 9 mos
Mwa Financial Services, INC.
November 2018 - June 2019 · 7 mos
Mwa Financial Services INC.Broker
April 2018 - June 2019 · 1 yr 2 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.