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Stephanie Ann Wright

WOLD FINANCIAL GROUP LLC·MENDOTA HEIGHTS, Minnesota
Unclaimed Profile
750 MAIN STREET, MENDOTA HEIGHTS, MN 55118CRD# 3062131Firm CRD# 316409
01

About

Stephanie Ann Wright is a registered financial advisor based in MENDOTA HEIGHTS, Minnesota, affiliated with WOLD FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WOLD FINANCIAL GROUP LLC
WOLD FINANCIAL GROUP
AUM
$166M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WOLD FINANCIAL GROUP LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3062131
Firm CRD# 316409
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Ann Wright offer?
Stephanie Ann Wright specializes in Investment Management, Fee-Only Advisory. Contact their office in MENDOTA HEIGHTS, Minnesota for a consultation.
What are Stephanie Ann Wright's credentials?
Stephanie Ann Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Ann Wright located?
Stephanie Ann Wright is based in MENDOTA HEIGHTS, Minnesota, working with WOLD FINANCIAL GROUP LLC. Their office serves clients in the MENDOTA HEIGHTS metropolitan area and surrounding communities.
How does Stephanie Ann Wright charge for services?
Stephanie Ann Wright's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLD FINANCIAL GROUP LLC?
WOLD FINANCIAL GROUP LLC has approximately 3 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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