{"url":"https://nivawealth.com/firms/wealth-advisors-network-113836","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/113836","regulatoryAum":300252270,"crd":"113836","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4578630","suffix":null,"lastName":"ALEXANDER","firstName":"DIANE","middleName":"LYNN"},{"crd":"2896908","suffix":null,"lastName":"ANDERSON","firstName":"JEFFREY","middleName":"SCOTT"},{"crd":"4551802","suffix":null,"lastName":"CATANESE","firstName":"SAMUEL","middleName":"JOSEPH"},{"crd":"3219081","suffix":null,"lastName":"CHARRON","firstName":"DANIEL","middleName":"WAYNE"},{"crd":"5312972","suffix":null,"lastName":"CHARRON","firstName":"VIRGINIA","middleName":null},{"crd":"3258204","suffix":null,"lastName":"HUBL","firstName":"TAMMY","middleName":"MICHELLE"},{"crd":"2906452","suffix":null,"lastName":"JOHNSON","firstName":"MARLIN","middleName":"KENT"},{"crd":"2890074","suffix":null,"lastName":"NEVILLE","firstName":"PHILIP","middleName":"DEAN"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2020-12-21","regulatoryAum":152413488,"clients":355,"employees":11,"offices":10},{"filedOn":"2022-05-12","regulatoryAum":234227943,"clients":614,"employees":12,"offices":10},{"filedOn":"2022-12-15","regulatoryAum":220064970,"clients":377,"employees":12,"offices":10},{"filedOn":"2023-12-13","regulatoryAum":256583937,"clients":499,"employees":12,"offices":10},{"filedOn":"2025-01-22","regulatoryAum":297015339,"clients":539,"employees":12,"offices":9},{"filedOn":"2026-04-20","regulatoryAum":300252270,"clients":494,"employees":8,"offices":8}],"secFileNumber":"801-112018","legalName":"Wealth Advisors Network, Inc.","displayName":"Wealth Advisors Network","slug":"wealth-advisors-network-113836","website":"https://wealthadvisorsnetwork.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Nebraska corporation","fiscalYearEnd":"September","headquarters":{"street":"201 Foundation Place Ste 100","city":"Hastings","state":"NE","stateName":"Nebraska","country":"United States","postalCode":"68901"},"tradeNames":["BS&P Wealth Management","Contryman Wealth Advisors","Laurel Valley Advisors"],"registration":{"secApproved":"19 October 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and nature of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998093","versionId":998093,"submittedOn":"2025-12-09","documentName":"WEALTH ADVISORS NETWORK, INC."}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:32:47.643393+00:00","documents":[{"name":"WEALTH ADVISORS NETWORK, INC.","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998093","versionId":998093,"submittedOn":"2025-12-09"}]},"custodians":[{"name":"Ascensus Broker Dealer Services, LLC","shortName":"Ascensus Broker Dealer Services","location":"Newton, MA","smaAssets":30046280},{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":270205990}],"custodyNote":"Wealth Advisors Network does not have custody of client assets.","leadership":[{"name":"Jeffrey Anderson","title":"Director/President/CEO/COO","crd":"2896908"},{"name":"Virginia Charron","title":"Chief Compliance Officer/Secretary/Treasurer/Director","crd":"5312972"},{"name":"Daniel Charron","title":"Director","crd":"3219081"}],"ownership":[{"label":"Jeffrey Anderson","detail":"Director/president/ceo/coo in the 75% or more ownership band and a control person, since August 1997."},{"label":"Virginia Charron","detail":"Chief compliance officer/secretary/treasurer/director in the 10% to 25% ownership band and a control person, since January 2008."}],"filedOffices":{"otherThanPrincipal":7,"privateResidences":0},"listedOfficeAddresses":8,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"1275 58th Ave. Ste. C","city":"Greeley"}]},{"state":"Nebraska","offices":6,"addresses":[{"street":"201 Foundation Place Ste 100","city":"Hastings","headquarters":true},{"street":"505 North Diers Ave.","city":"Grand Island"},{"street":"709 East Pacific","city":"Lexington"},{"street":"1415 16th St Ste 201","city":"Central City"},{"street":"315 West 60th Street, Ste 500","city":"Kearney"},{"street":"1001 West 27th Street","city":"Scottsbluff"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"307 State St","city":"Johnstown"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"402-463-6769","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":22},{"label":"U.S. government/agency bonds","percent":14},{"label":"Securities issued by registered investment companies or business development companies","percent":41},{"label":"Cash and cash equivalents","percent":23}],"privateFunds":0},"sources":{"adv1FilingDate":"20 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/113836/PDF/113836.pdf","brochureDate":"9 December 2025","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=998093","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wealth Advisors Network have?","answer":"Wealth Advisors Network has 494 clients and manages $300 million for them, as of April 2026. They include 370 individual clients, 102 high-net-worth individuals, and 8 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Advisors Network offer?","answer":"Wealth Advisors Network provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealth Advisors Network charge?","answer":"Wealth Advisors Network charges 0.55%–1.45% a year for its CMAP flat percentage fee. The whole portfolio is charged at the rate of its band. The fee requires an account of at least $25,000.","source":"WEALTH ADVISORS NETWORK, INC., filed 9 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Advisors Network use?","answer":"Wealth Advisors Network’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $270M and Ascensus Broker Dealer Services, LLC (Newton, MA), with $30M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Advisors Network have?","answer":"Wealth Advisors Network has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Advisors Network invest in?","answer":"At the end of its last fiscal year, Wealth Advisors Network’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 23% cash and equivalents, 22% exchange-traded equities and 14% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Wealth Advisors Network have a minimum investment?","answer":"Yes, Wealth Advisors Network’s minimum account size for its CMAP flat percentage fee is $25K.","source":"WEALTH ADVISORS NETWORK, INC., filed 9 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Wealth Advisors Network?","answer":"Wealth Advisors Network’s direct owners are Jeffrey Anderson (75% or more) and Virginia Charron (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Advisors Network get paid?","answer":"Wealth Advisors Network is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Wealth Advisors Network registered with the SEC?","answer":"Yes, Wealth Advisors Network has been registered with the SEC as an investment adviser since 19 October 2017. Its CRD number is 113836 and its SEC file number is 801-112018.","source":"Form ADV Part 1A, Item 1, filed 20 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Wealth Advisors Network?","answer":"Wealth Advisors Network’s main office is at 201 Foundation Place Ste 100, Hastings, NE 68901. Its phone number is 402-463-6769. Its website is wealthadvisorsnetwork.net.","source":"Form ADV Part 1A, Item 1.F, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}