Unclaimed Profile

Brandon Michael Ohara

ADVISORNET FINANCIAL, INC.·MINNEAPOLIS, Minnesota

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 6621 years registeredADVISORNET FINANCIAL, INC.

701 FOURTH AVENUE SOUTH, MINNEAPOLIS, MN 55415CRD# 4798646Firm CRD# 113074

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Michael Ohara · MINNEAPOLIS, MN

Registration

CRD #4798646 · ADVISORNET FINANCIAL, INC. · 21 years registered

Brand Profile

Not yet started

Career History

THRIVENT INVESTMENT MANAGEMENT INC.

Jul 2024 – present

THRIVENT INVESTMENT MANAGEMENT INC.

Jul 2024 – present

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2022 – Feb 2024

PLYMOUTH, MN

ADVISORNET WEALTH MANAGEMENT

Oct 2019 – Aug 2022

MINNEAPOLIS, MN

CETERA ADVISOR NETWORKS LLC

Mar 2019 – Aug 2022

MINNEAPOLIS, MN

THRIVENT INVESTMENT MANAGEMENT INC.

Dec 2013 – Feb 2019

MINNEAPOLIS, MN

FINTEGRA FINANCIAL SOLUTIONS

Aug 2005 – Feb 2010

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · August 3, 2005

Years registered · 21

Disclosure History

1995Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

ADVISORNET FINANCIAL, INC.

CRD 113074 · SEC 801-77035

AUM

$2.3B

Regulatory assets under management

Employees

120

8,433 client accounts

Services offered by ADVISORNET FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ADVISORNET FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Brandon Michael Ohara offer?

Brandon Michael Ohara specializes in Financial Planning, Investment Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Brandon Michael Ohara's credentials?

Brandon Michael Ohara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Michael Ohara located?

Brandon Michael Ohara is based in MINNEAPOLIS, Minnesota, working with ADVISORNET FINANCIAL, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Brandon Michael Ohara charge for services?

Brandon Michael Ohara's firm is compensated through percentage of aum, hourly charges, subscription fees, other: monthly fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISORNET FINANCIAL, INC.?

ADVISORNET FINANCIAL, INC. has approximately 120 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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