AdvisorOS Directory
Claim Profile
Unclaimed Profile
ST

Stephanie L Ternes

WEALTH FORWARD, LLC·FARGO, North Dakota
Series 65Clean record12 years registeredWEALTH FORWARD, LLC
2632 47TH ST S., FARGO, ND 58104CRD# 5198724Firm CRD# 159467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie L Ternes · FARGO, ND
Registration
CRD #5198724 · WEALTH FORWARD, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

WEALTH FORWARD, LLC
May 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 12, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH FORWARD, LLC
CRD 159467 · SEC 801-77905
AUM
$170M
Regulatory assets under management
Employees
3
950 client accounts
Services offered by WEALTH FORWARD, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH FORWARD, LLC →
Introduction

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FARGO?

Browse all registered financial advisors in FARGO, North Dakota or claim this profile if it's yours.

Browse FARGO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephanie L Ternes offer?
Stephanie L Ternes specializes in Financial Planning, Investment Management. Contact their office in FARGO, North Dakota for a consultation.
What are Stephanie L Ternes's credentials?
Stephanie L Ternes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie L Ternes located?
Stephanie L Ternes is based in FARGO, North Dakota, working with WEALTH FORWARD, LLC. Their office serves clients in the FARGO metropolitan area and surrounding communities.
How does Stephanie L Ternes charge for services?
Stephanie L Ternes'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 WEALTH FORWARD, LLC?
WEALTH FORWARD, LLC has approximately 3 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WEALTH FORWARD, LLC

Ryan Steven Berg
FARGO, ND
CFPPFS
Morgan K Ranstrom
FARGO, ND
CFPCFA
Courtney Elizabeth Ranstrom
FARGO, ND
Doyle Arvid Ranstrom
FARGO, ND
CFP

More Advisors in FARGO, North Dakota

Bradley Mark Kelley
EIDE BAILLY ADVISORS, LLC·FARGO, ND
Karla Rae Wilson
EIDE BAILLY ADVISORS, LLC·FARGO, ND
Daniel Brian Schuster
FJELL CAPITAL·FARGO, ND
CFP
Craig Alan Rottman
CLASSIC ASSET MANAGEMENT, LLC·FARGO, ND
Michael Victor Young
CLASSIC ASSET MANAGEMENT, LLC·FARGO, ND
CFP
Robert Paul Mastel
RPM ADVISORS, LLC·FARGO, ND

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Dakota
MINOT (13)BISMARCK (5)GRAND FORKS (3)
City Guides
MINOT GuideBISMARCK GuideGRAND FORKS Guide
Research
Advisor Fees in North DakotaNational Fee Analysis
Request removal of this profile