RM
Robert J. Mc Hattie
ADVISORNET WEALTH PARTNERS
SHOREVIEW, MN 55126
Some features on this profile are disabled
CRD#: 4902278
RM
Professional summary
Robert John Mc Hattie, who also goes by Robert John Mchattie, is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Shoreview, Minnesota and CETERA INVESTMENT ADVISERS LLC located in St. Paul, Minnesota.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Robert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert John Mchattie
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. REAL ESTATE OWNERSHIP: -LOT/LAND, EARL MCHATTIE FAMILY LIMITED PARTNERSHIP, - 13% OWNERSHIP (GENERAL PARTHER - ONE OF SIX), 42 ACRES OF FARM LAND IN WOODBURY, MINNESOTA, COMP: $1 TO $999; 2. BOARDS OF DIRECTORS: -SAINT PAUL ASSOCIATION FOR COMMUITY SOCCER (SOCCERSPACES), PRIMARY FUNCTION IS DEVELOPMENT AND MAINTENANCE OF SOCCER FIELDS IN SAINT PAUL, COMP: $0, HRS: 1-9; 3. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074, REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 5. NAME OF OTHER BUSINESS: REVOCABLE TRUST; INVESTMENT RELATED: NO; ADDRESS: ST PAUL, MN; NATURE OF BUSINESS: MOTHERS REVOCABLE TRUST; START DATE: 03/2019; POSITION/TITLE/RELATIONSHIP: SUCCESSOR TRUSTEE; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: SUCCESSOR TRUSTEE; 6. NAME OF OTHER BUSINESS:; RMF - ROB MCHATTIE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OWNER/ FINANCIAL SERVICES ; START DATE: 07/2022 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: OAK MARSH GOLF COURSE; INVESTMENT RELATED: NO; ADDRESS: 526 INWOOD AVE N. OAKDALE, MN 55128; NATURE OF BUSINESS: GOLF COURSE; START DATE: 04/2010; POSITION/TITLE/RELATIONSHIP: GARDENER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PLANTING, TRIMMING, WATERING AND OCCASIONAL CUTTING OF GRASS, GARDENING; 8. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: SELLING TIMESHARE POINTS, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: O , BRIEF DESCRIPTION OF DUTIES: OFFERING TIME SHARE POINTS THAT WE DO NOT PLAN TO USE FOR PERSONAL TRAVEL;
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Mc Hattie'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
January 29, 2014 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 5985 Rice Creek Parkway Suite 100, Shoreview, MN 55126RIA
CRD#: 113074
SHOREVIEW, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
ST. PAUL, MN
Current
May 13, 2009 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ST. PAUL, MN
Past
January 8, 2014 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SHOREVIEW, MN
Past
February 28, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 28, 2005 - May 20, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEW BRIGHTON, 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
California(1/6/2020)
RR
Minnesota(5/13/2009)
IAR
Minnesota(1/29/2014)
RR
Oregon(10/21/2025)
RR
South Dakota(7/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
