Unclaimed Profile

Katherine Lynn Moss

ADVISORNET FINANCIAL, INC.·MINNETONKA, Minnesota

SIE, Series 6, Series 7, Series 24, Series 63Clean record12 years registeredADVISORNET FINANCIAL, INC.

110 CHESHIRE LANE, MINNETONKA, MN 55305CRD# 2548715Firm CRD# 113074

Profile Verification

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

Identity

Katherine Lynn Moss · MINNETONKA, MN

Registration

CRD #2548715 · ADVISORNET FINANCIAL, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVISORNET FINANCIAL, INC.

ADVISORNET WEALTH MANAGEMENT

Apr 2017 – Nov 2019

MAPLE GROVE, MN

CETERA ADVISOR NETWORKS LLC

Jan 2014 – Oct 2019

MAPLE GROVE, MN

JRA FINANCIAL ADVISORS, INC.

Jan 2014 – Feb 2017

MAPLE GROVE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 13, 2014

Years registered · 12

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 Katherine Lynn Moss offer?

Katherine Lynn Moss specializes in Financial Planning, Investment Management.

What are Katherine Lynn Moss's credentials?

Katherine Lynn Moss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Lynn Moss located?

Katherine Lynn Moss is based in MINNETONKA, Minnesota, last registered with ADVISORNET FINANCIAL, INC..

How does Katherine Lynn Moss charge for services?

Katherine Lynn Moss'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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