Daniel John Klein
Investment adviser representative at Advisornet Wealth Partners
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.1BFirm assets
Are you Daniel John Klein? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Advisornet Wealth PartnersNov 2021 to now
- Cetera Wealth Services, LLCJan 2013 to now
- Advanced Wealth Management Group, Inc.Feb 2005 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
Advisornet Wealth Partners
Legal name: Advisornet Financial, Inc.
$3.1BAssets managed
3,514Clients
58Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4940032
- Firm CRD
- 113074