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Brenden Fitzpatrick

7 Years of Experience
BrokerSells Insurance

Brenden Fitzpatrick is a registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 7 years of industry experience. Brenden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,712 clients
Average Client Portfolio
$863K average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)

AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.

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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 5 mos
Cetera Wealth Services, LLC
January 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
January 2023 - Present · 3 yrs 3 mos
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

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.
Brenden Fitzpatrick - Financial Advisor | TrueAdvisor