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Phoebe Taylor Bird

Investment Adviser Representative at ADVISORNET WEALTH PARTNERS

Minnetonka, MNCRD #7234602Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Minnesota
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/6/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 2/1/2020
Series 7
General Securities Representative Examination
Passed 4/23/2022
SIE
Securities Industry Essentials Examination
Passed 1/31/2022

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.

ADVISORNET WEALTH PARTNERSCurrent
3/4/2025Minnetonka, MN
EVEREST FINANCIAL GROUP
11/29/20221/14/2025Minneapolis, MN
CHARLES SCHWAB & CO., INC.
1/9/202211/30/2022Edina, MN
ADVISORNET WEALTH MANAGEMENT
2/28/202010/21/2021Minnetonka, MN

Official records & sources

Data as of August 11, 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. Phoebe Taylor Bird 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.

Phoebe Taylor Bird - Financial Advisor in Minnetonka, MN | AdvisorFinder