WR
William J. Regenscheid
ADVISORNET WEALTH PARTNERS
Lake Elmo, MN 55042-8652
Some features on this profile are disabled
CRD#: 6306224
WR
Professional summary
William Joseph Regenscheid, who also goes by William J Regenscheid, Will Regenscheid, is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Lake Elmo, Minnesota and CETERA INVESTMENT ADVISERS LLC located in Lake Elmo, Minnesota.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. William has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William J Regenscheid | Will Regenscheid
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: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2014 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES 2) NAME OF OTHER BUSINESS: FINANCIAL PLANNING PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3) 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: 02/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT ; 4) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: POWER OF ATTORNEY ; START DATE: 10/2021 ; POSITION/TITLE/RELATIONSHIP: POA ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: POWER OF ATTORNEY FOR FAMILY MEMBERS ; 5) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS;
CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Regenscheid'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
February 8, 2021 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 8530 Eagle Point Blvd Ste 225, Lake Elmo, MN 55042-8652RIA
CRD#: 113074
Lake Elmo, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: City&county Credit Union 8500 Hudson Blvd N, Lake Elmo, MN 55042RIA
CRD#: 105644
LAKE ELMO, MN
Current
January 29, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8530 Eagle Point Blvd Ste 100, Lake Elmo, MN 55042BD
CRD#: 13572
Lake Elmo, MN
Past
January 29, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
March 14, 2016 - February 5, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
ST. PAUL, MN
Past
March 14, 2016 - February 5, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
ST. PAUL, MN
Past
October 10, 2014 - March 1, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MINNEAPOLIS, MN
Past
September 24, 2014 - March 1, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, 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
Arizona(11/3/2025)
RR
California(3/19/2021)
RR
Colorado(11/6/2023)
RR
Connecticut(7/3/2023)
RR
Florida(1/29/2021)
RR
Hawaii(4/30/2024)
RR
Illinois(3/20/2023)
RR
Iowa(8/9/2023)
RR
Kentucky(6/27/2023)
RR
Maryland(10/5/2021)
RR
Massachusetts(5/2/2022)
RR
Minnesota(1/29/2021)
IAR
Minnesota(2/8/2021)
RR
New Hampshire(6/10/2024)
RR
New Jersey(6/21/2022)
RR
New Mexico(12/6/2024)
RR
New York(6/14/2021)
RR
North Carolina(9/1/2022)
RR
Pennsylvania(8/2/2021)
RR
Texas(1/29/2021)
IAR
Texas(6/29/2023)
RR
Utah(8/20/2024)
RR
Washington(1/2/2025)
RR
Wisconsin(1/29/2021)
RR
Wyoming(7/7/2023)
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
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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.
