Ward Wenholz (CRD# 2307860) is an Investment Advisor Representative working at Sapphire Financial Strategies, LLC in Missoula, MT and has over 31 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sapphire Financial Strategies, LLC | Missoula, MT | Apr 2018 - Current | 6 |
| Sapphire Financial Services | Missoula, MT | Apr 1984 - Current | 40 |
| First Advisors National | Missoula, MT | Nov 2015 - Sep 2018 | 2 |
| Nepsis Advisor Services, Inc. | Missoula, MT | Oct 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MT
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Total Assets Under Management13MILLIONS
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Total Number of Accounts166ACCOUNTS
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Average Account Value$78,962
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MT
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