Wealth Forward, LLC

Wealth Forward, LLC (CRD# 159467) is a financial advisory firm headquartered in Fargo, ND. They manage $170,318,069 in 950 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    950
    ACCOUNTS
  • Average Account Value
    $179,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, ND, NH, TX

Financial Advisors at Wealth Forward, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan S. Berg
CRD#: 4718436
2632 47th St S., Suite 107, Fargo, ND 58104

Ryan Berg (CRD# 4718436) is an Investment Advisor Representative working at Wealth Forward, LLC in Fargo, ND and has over 22 years of experience in the finance industry.

2
Stephanie L. Ternes
CRD#: 5198724
2632 47th St S., Suite 107, Fargo, ND 58104

Stephanie Ternes (CRD# 5198724) is an Investment Advisor Representative working at Wealth Forward, LLC in Fargo, ND and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.