Unclaimed Profile

Stephanie Ann Wright

WOLD FINANCIAL GROUP LLC·MENDOTA HEIGHTS, Minnesota

SIE, Series 7, Series 9, Series 10, Series 24, Series 66Clean record12 years registeredWOLD FINANCIAL GROUP LLC

750 MAIN STREET, MENDOTA HEIGHTS, MN 55118CRD# 3062131Firm CRD# 316409

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Ann Wright · MENDOTA HEIGHTS, MN

Registration

CRD #3062131 · WOLD FINANCIAL GROUP LLC · 12 years registered

Brand Profile

Not yet started

Career History

WOLD FINANCIAL GROUP

Sep 2021 – present

ADVISORNET WEALTH MANAGEMENT

Jan 2018 – Dec 2021

Mendota Heights, MN

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2014 – Jan 2018

EDINA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Registration record

First registered · January 31, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WOLD FINANCIAL GROUP LLC

CRD 316409 · SEC 801-122348

AUM

$166M

Regulatory assets under management

Employees

208 client accounts

Services offered by WOLD FINANCIAL GROUP LLC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WOLD FINANCIAL GROUP LLC →

Introduction

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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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