Unclaimed Profile

Jerry Bovender Wade

WADE FINANCIAL GROUP INC·MINNEAPOLIS, Minnesota

Series 7, Series 24, Series 63, Series 65Clean record12 years registeredWADE FINANCIAL GROUP INC

5500 WAYZATA BLVD, MINNEAPOLIS, MN 55416-1244CRD# 1387810Firm CRD# 109667

Profile Verification

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

Identity

Jerry Bovender Wade · MINNEAPOLIS, MN

Registration

CRD #1387810 · WADE FINANCIAL GROUP INC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WADE FINANCIAL GROUP INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2017 – Sep 2017

Plymouth, MN

WADE FINANCIAL GROUP INC

Mar 2014 – Jul 2016

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 3, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WADE FINANCIAL GROUP INC

CRD 109667 · SEC 801-47676

AUM

$186M

Regulatory assets under management

Employees

528 client accounts

Services offered by WADE FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WADE FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Jerry Bovender Wade offer?

Jerry Bovender Wade specializes in Financial Planning, Investment Management.

What are Jerry Bovender Wade's credentials?

Jerry Bovender Wade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Bovender Wade located?

Jerry Bovender Wade is based in MINNEAPOLIS, Minnesota, last registered with WADE FINANCIAL GROUP INC.

How does Jerry Bovender Wade charge for services?

Jerry Bovender Wade's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WADE FINANCIAL GROUP INC?

WADE FINANCIAL GROUP INC has approximately 8 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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