Unclaimed Profile

Trisha Sue Qualy

ADVISORNET FINANCIAL, INC.·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 24, Series 66CFPClean record12 years registeredADVISORNET FINANCIAL, INC.

701 FOURTH AVENUE SOUTH, MINNEAPOLIS, MN 55415CRD# 5942154Firm CRD# 113074

Profile Verification

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

Identity

Trisha Sue Qualy · MINNEAPOLIS, MN

Registration

CRD #5942154 · ADVISORNET FINANCIAL, INC. · 12 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Oct 2019 – present

ADVISORNET WEALTH MANAGEMENT

Nov 2014 – Oct 2019

MINNEAPOLIS, MN

CETERA ADVISOR NETWORKS LLC

Jun 2014 – Oct 2019

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 12, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Trisha Sue Qualy offer?

Trisha Sue Qualy specializes in Financial Planning, Investment Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Trisha Sue Qualy's credentials?

Trisha Sue Qualy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Trisha Sue Qualy located?

Trisha Sue Qualy is based in MINNEAPOLIS, Minnesota, working with ADVISORNET FINANCIAL, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Trisha Sue Qualy charge for services?

Trisha Sue Qualy'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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