(612) 347-8622
 
 

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701 4th Ave. South, Suite 1500
Minneapolis, MN 55415

Dan May
President & CEO
☎ 612-347-8622
danmay@advisornet.com

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Circle of Services

<b>Life Stories</b><br>The custom service assisting your best clients in preserving their life story in a leather bound book for future generations. <b>RIA</b><br /> When managing your client's assets through our AdvisorNet owned RIA, you'll have access to custodial partners such as TD Ameritrade/Schwab/Pershing Advisory Services. <b>Broker Dealer</b><br /> Cetera - One of the largest independent Broker-Dealer and investment advisor families. <b>Savings Accounts</b><br /> Customized HSA/Savings accounts/Cd's. <b>Portfolio Partners</b><br /> AdvisorNet offers world class outsourced money management <b>Property & Casualty</b><br /> AdvisorNet P&C offers advice and products from carefully selected carriers to help protect clients’ personal and business assets from catastrophic loss. (advisornetpc.com) <b>Advisor Support</b><br /> Provides support to advisors including marketing services, software training and paraplanning support. <b>Practice Management</b><br /> From acquiring your first new client to selling your practice when you are ready to retire. <b>Technology Support</b><br /> Our IT staff can host your technology, be a consultant as you choose your hardware and serve as an ongoing IT resource. <b>Insurance Services</b><br /> AdvisorNet Insurance is a full service brokerage agency for Life, Disability, Long Term Care and Fixed as well as Indexed Annuities. (advisornetinsurance.com) <b>Individual & Group Benefits</b> AdvisorNet Benefits offers assistance with clients’ individual health & dental, Medicare & prescription drug plans, and small group employee benefit needs. (advisornetbenefits.com) <b>Advanced Planning</b><br /> Assisting reps with advanced planning concepts and proposals. (advisornetinsurance.com)

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As registered representatives of Cetera Advisor Networks, an independently managed subsidiary of Cetera Financial Group, we can offer securities and advisory services on scale with the nation’s leading broker-dealers and Registered Investment Advisors. Our affiliation with securities processor Pershing LLC gives us access to custodial services for IRAs and retirement plans.

In addition to client products such as securities, insurance, mortgages and advanced planning, AdvisorNet Financial is your partner for outsourcing human resources, technology, marketing, and benefits. We work with you to develop a menu of resources that suits your firm.

Reputation. Relationships. Resources.