AdFi
GD

Geoffrey Dale Klein

Investment Adviser Representative at ADVISORNET WEALTH PARTNERS

Saint Peter, MNCRD #4558054Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
8 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
ArizonaFloridaIowaKansasMichiganMinnesotaMissouriSouth Dakota
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/18/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/10/2005

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
6/29/2023Saint Peter, MN
ADVISORNET WEALTH PARTNERSCurrent
3/12/2014St. Peter, MN
CETERA WEALTH SERVICES, LLCCurrent
10/8/2009St Peter, MN
CETERA ADVISOR NETWORKS LLC
1/8/20146/29/2023Saint Peter, MN

Official records & sources

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

Other advisors at ADVISORNET WEALTH PARTNERS

Showing 12 of 58 in the directory

View ADVISORNET WEALTH PARTNERS firm profile
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. Geoffrey Dale 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.

Geoffrey Dale Klein - Financial Advisor in Saint Peter, MN | AdvisorFinder