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RIA / WealthAdvisor11 years in industry

Phoebe Taylor Bird

Advisor at ADVISORNET WEALTH PARTNERS

MINNETONKA, MN

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Search this name across graphsid dfx:ria:853d2f22-201a-45f4-6f14-c12a3358590b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 28, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORNET WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 1, 2020
First registration: Feb 28, 2020
Dual registered: no
Other names: Phoebe Taylor Espeseth|Phoebe Taylor Wall
IAPD individual key: 7234602

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORNET WEALTH PARTNERS	Independent wealth	Mar 4, 2025	n/a	yes	MINNETONKA, MN\|MINNETONKA, MN	Current employment
EVEREST FINANCIAL GROUP	Independent wealth	Nov 29, 2022	Jan 14, 2025	no	MINNEAPOLIS, MN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 9, 2022	Nov 30, 2022	no	Edina, MN	Previous registration
ADVISORNET WEALTH PARTNERS	Independent wealth	Feb 28, 2020	Oct 21, 2021	no	Minnetonka, MN\|MINNETONKA, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EVEREST FINANCIAL GROUP	ADVISORNET WEALTH PARTNERS	Jan 14, 2025	Mar 4, 2025	49	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	EVEREST FINANCIAL GROUP	Nov 30, 2022	Nov 29, 2022	-1	Firm change	Ibd to RIA
ADVISORNET WEALTH PARTNERS	CHARLES SCHWAB & CO., INC.	Oct 21, 2021	Jan 9, 2022	80	Firm change	RIA to ibd

Relationships

Registered with (3)

→ ADVISORNET WEALTH PARTNERSRegistered adviserregistration: previous registration
Feb 28, 2020 to Oct 21, 2021factForm ADV
→ EVEREST FINANCIAL GROUPRegistered adviserregistration: previous registration
Nov 29, 2022 to Jan 14, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 9, 2022 to Nov 30, 2022factForm ADV

Dated events

Occurred
Jan 14, 2025
Advisor changed firm
Phoebe Taylor Bird left Everest Financial Group for Advisornet Wealth Partners (registered 2025-03-04)
Form ADVobserved 6 days ago
Occurred
Nov 30, 2022
Advisor changed firm
Phoebe Taylor Bird left Charles Schwab & Co., Inc. for Everest Financial Group (registered 2022-11-29)
Form ADVobserved 6 days ago