Justin HalversonCRD Number: 6273863
Current Firm: Advisornet Wealth Management
Justin Halverson (CRD# 6273863) is an Investment Advisor Representative working at Advisornet Wealth Management in New Hope, MN and has over 2 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Advisornet Wealth Management||Minneapolis, MN||Jun 2015 - Current||1|
|Great Waters Financial||New Hope, MN||Oct 2012 - Current||4|
|Redhawk Wealth Advisors||Minneapolis, MN||Dec 2013 - Nov 2015||1|
|Guardian Resources||St Louis Park, MN||Jun 2010 - Feb 2013||2|
|Oliver & Johnson Pa||St Louis Park, MN||Jun 2010 - Feb 2013||2|
|Amway||Grand Rapids, MI||Jul 2007 - Oct 2012||5|
|Dynamex||New Brighton, MN||Apr 2008 - Jun 2010||2|
|Jmg||Eagan, MN||May 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management608MILLIONS
Total Number of Accounts3,432ACCOUNTS
Average Account Value$177,156
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, IA, IL, IN, MN, NC, ND, NJ, NY, OH, OR, TX, WA, WI
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