AdFi
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Daniel John Klein

Investment Adviser Representative at ADVISORNET WEALTH PARTNERS

Edina, MNCRD #4940032Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
35 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 35 states
AlabamaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIllinoisIowaKansasKentuckyLouisianaMarylandMassachusettsMinnesotaMissouriMontanaNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonSouth CarolinaSouth DakotaTennesseeTexasVermontVirginiaWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/15/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/13/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.002
Source

Advisornet Wealth Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CETERA INVESTMENT ADVISERS LLCCurrent
6/29/2023Edina, MN
ADVISORNET WEALTH PARTNERSCurrent
12/21/2021Edina, MN
CETERA ADVISOR NETWORKS LLC
1/29/20136/29/2023Edina, MN
ADVANCED WEALTH MANAGEMENT GROUP, INC.
11/29/201611/23/2021Minneapolis, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel John Klein has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel John Klein - Financial Advisor in Edina, MN | AdvisorFinder