Taylor James Sundeen
Investment adviser representative at Advisornet Wealth Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.1BFirm assets
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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
12 years in the industry.
- Advisornet Wealth PartnersMar 2025 to now
- Reality Group, Inc.Sep 2015 to now
- Foundations Investment Advisors LLCDec 2020 to Mar 2025
- Advisornet Wealth ManagementJun 2016 to Dec 2020
- Great Waters FinancialMay 2016 to Dec 2020
- Gts Properties LLCJul 2014 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 5097862
- Firm CRD
- 113074