JH
Jennifer L. Haas
ADVISORNET WEALTH PARTNERS
Minnetonka, MN 55305
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CRD#: 4482601
JH
Professional summary
Jennifer Lynn Haas, who also goes by Jennifer L Haas, Jennifer Lynn Haas Mrs, Jennifer Lynn Marohn Ms., is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Minnetonka, Minnesota and CETERA INVESTMENT ADVISERS LLC located in Minnetonka, Minnesota.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jennifer has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer L Haas | Jennifer Lynn Haas Mrs | Jennifer Lynn Marohn Ms.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC. DBA PORTFOLIO PARTNERS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSIST PARTNERING ADVISORS WITH INVESTMENT MANAGEMENT (2) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BUSINESS; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE; START DATE: 10/2017; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT; (3) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: CHIEF OPERATING OFFICER; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; (4) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOARD OF DIRECTORS; START DATE: 8/2025; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SUPPORT BOARD AND SHAREHOLDER COMMUNICATIONS, INCLUDING KEEPING MEETING MINUTES, SCHEDULING AND COMMUNICATING MEETINGS, ENSURE LEGAL COMPLIANCE AND COMPANY RECORDS; 5) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC DBA AMP STUDIOS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MULTIMEDIA; START DATE: 8/2025; POSITION/TITLE/RELATIONSHIP: CHIEF OPERATING OFFICER, BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TO PROVIDE MULTIMEDIA CAPABILITIES (VIDEO AND AUDIO PODCASTING) FOR AFFILIATING ADVISORS TO SUPPORT EFFECTIVE COMMUNICATIONS TO THEIR END CLIENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Haas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 23, 2018 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 110 Cheshire Lane Suite 200, Minnetonka, MN 55305RIA
CRD#: 113074
Minnetonka, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 110 Cheshire Lane Suite 200, Minnetonka, MN 55305Office #2: 130 Cheshire Ln, Ste 150, Minnetonka, MN 55305RIA
CRD#: 105644
MINNETONKA, MN
Current
July 30, 2002 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 130 Cheshire Ln, Ste 150, Minnetonka, MN 55305Office #2: 110 Cheshire Lane Suite 200, Minnetonka, MN 55305BD
CRD#: 13572
Minnetonka, MN
Past
March 7, 2019 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MINNETONKA, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/8/2019)
RR
Alaska(3/8/2019)
RR
Arizona(3/8/2019)
RR
Arkansas(3/8/2019)
RR
California(3/8/2019)
RR
Colorado(3/8/2019)
RR
Connecticut(3/8/2019)
RR
Delaware(3/8/2019)
RR
District of Columbia(3/8/2019)
RR
Florida(3/8/2019)
RR
Georgia(3/8/2019)
RR
Hawaii(3/8/2019)
RR
Idaho(3/8/2019)
RR
Illinois(3/8/2019)
RR
Indiana(3/8/2019)
RR
Iowa(3/8/2019)
RR
Kansas(3/8/2019)
RR
Kentucky(3/8/2019)
RR
Louisiana(3/8/2019)
RR
Maine(3/8/2019)
RR
Maryland(3/8/2019)
RR
Massachusetts(3/8/2019)
RR
Michigan(3/8/2019)
RR
Minnesota(10/29/2002)
IAR
Minnesota(3/23/2018)
RR
Mississippi(3/8/2019)
RR
Missouri(3/8/2019)
RR
Montana(3/8/2019)
RR
Nebraska(3/8/2019)
RR
Nevada(3/8/2019)
RR
New Hampshire(3/8/2019)
RR
New Jersey(3/8/2019)
RR
New Mexico(3/8/2019)
RR
New York(3/8/2019)
RR
North Carolina(3/8/2019)
RR
North Dakota(3/8/2019)
RR
Ohio(3/8/2019)
RR
Oklahoma(3/8/2019)
RR
Oregon(3/8/2019)
RR
Pennsylvania(3/8/2019)
RR
Rhode Island(3/8/2019)
RR
South Carolina(3/8/2019)
RR
South Dakota(3/8/2019)
RR
Tennessee(3/8/2019)
RR
Texas(3/8/2019)
IAR
Texas(6/29/2023)
RR
Utah(3/8/2019)
RR
Vermont(3/8/2019)
RR
Virgin Islands(10/11/2023)
RR
Virginia(3/8/2019)
RR
Washington(3/8/2019)
RR
West Virginia(3/8/2019)
RR
Wisconsin(3/8/2019)
RR
Wyoming(3/8/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
