In starting her firm, it was critically important to Kristi that she be able to provide independent, professional advice and solutions for her clients. After thoroughly researching firms in the Minneapolis/St. Paul area, she partnered with AdvisorNet Financial. With Kristi’s passion for helping women and their families wherever they are in their financial lives, she recognized the vast number of options her clients would need. AdvisorNet Financial provides a number of business divisions fully staffed to allow for the most up to date information and services in a constantly changing landscape.
The other important reason Kristi joined AdvisorNet Financial is there are no proprietary products or quotas to fill. Clients receive only the services they want and need. We research the best options at the best price, always providing what is in the best interest of you, the client.
AdvisorNet Wealth Management (AWM) is our Registered Investment Advisory (RIA) division. Through the RIA, we provide various fee-based financial planning and coaching services. These include one-time or annual financial plans; plan updates and reviews; and financial planning “as needed" or at scheduled consultations throughout the year.
AdvisorNet Insurance is a full service insurance brokerage agency available to assist clients with life insurance (including variable), fixed & indexed annuities, disability and long term care insurance.
Through our association with Cetera Advisor Networks LLC, we offer securities and fee based investment advisory services. Our compliance and technology is provided through Cetera.
Our partner, Choice Financial provides on-line banking services to allow our clients to earn more through interest rates we expect from an on-line bank.
AdvisorNet Benefits will help our clients navigate and assess quality benefits for individuals and small businesses. This includes medical, HSA/HRA, dental, disability, life, long term care and cafeteria plans to determine their effectiveness and cost efficiency. We are your resource for the latest employer and benefits legislation that could impact benefit plans.