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WOLD FINANCIAL GROUP LLC
WOLD FINANCIAL GROUP LLC
WOLD FINANCIAL GROUP
MENDOTA HEIGHTS, Minnesota
·
2 registered advisors
·
CRD# 316409
SEC# 801-122348
0
612-347-7825
01
Firm Overview
AUM
$166M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at WOLD FINANCIAL GROUP LLC
2 registered advisors
Ryan Davis Wold
MENDOTA HEIGHTS, Minnesota
CRD# 2702213
Stephanie Ann Wright
MENDOTA HEIGHTS, Minnesota
CRD# 3062131
05
Office Locations
MENDOTA HEIGHTS, Minnesota
2 advisors
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Data sourced from SEC Form ADV filings. WOLD FINANCIAL GROUP LLC (CRD# 316409) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.