ADVISORNET FINANCIAL, INC. of MINNETONKA, MN is an SEC-registered investment adviser (CRD 113074). Regulatory assets under management: $3.1B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Jennifer Lynn Haas | COO / DIRECTOR | Maple Grove, MN |
| Daniel John May | DIRECT OWNER | Minneapolis, MN |
| James Anthony Komoszewski | CEO & PRESIDENT & CHAIRMAN | Minneapolis, MN |
| Evan Alfred Chang | SVP, CCO | Minneapolis, MN |
| Jared Scott Price | DIRECT OWNER | — |
| Steven Alan Corless | VP, CCO | — |
| MOSS KATHERINE LYNN | 5% OR MORE DIRECT OWNER; DIRECT OWNER / DIRECTOR | — |
| RIPPBERGER THOMAS KENNETH | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| OHARA DENNIS MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| MAY DANIEL JOHN | CEO/DIRECTOR; DIRECT OWNER; DIRECT OWNER / CHAIRMAN OF THE BOARD (+1 more) | — |
| HALVERSON CHANDRA ELLEN | VICE PRESIDENT, CCO, COO; VICE PRESIDENT, COO | — |
| KELZENBERG TODD JOSEPH | VICE PRESIDENT; VICE PRESIDENT, BUSINESS DEVELOPMENT | — |
| HOUSE JOHN ALBERT | 5% OR MORE DIRECT OWNER | — |
| LABERGE ANDRE STEVEN | CCO, LEGAL COUNSEL; SR. VICE PRESIDENT, CCO; VICE PRESIDENT, CCO | — |
| ANDERSON DANIEL WALDEMAR | CHAIRMAN/DIRECTOR | — |
| RILEY KEVIN STEVEN | CHIEF FINANCIAL OFFICER | — |
| KUNDE SHELLEY ANN | COO, COMPLIANCE SUPERVISOR | — |
| BETZ MICHAEL THOMAS | CIO | — |
| KOMOSZEWSKI JAMES ANTHONY | CEO & PRESIDENT; CEO & PRESIDENT & CHAIRMAN; PRESIDENT | — |
| QUALY TRISHA SUE | VICE PRESIDENT | — |
| PARKINSON TIMOTHY PAUL | EXECUTIVE VICE PRESIDENT | — |
| CHANG EVAN ALFRED | SVP, CCO; SVP, WEALTH MANAGEMENT; VP COMPLIANCE AND SUPERVISION | — |
| Roedel Matthew Brandon | VP OF INSURANCE AND BENEFITS | — |
| DORVAL DANIEL JAYE | DIRECT OWNER / DIRECTOR | — |
| HAAS JENNIFER LYNN | COO; COO / DIRECTOR | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |