Wd Financial Services, LLC

Wd Financial Services, LLC (CRD# 122936) is a financial advisory firm headquartered in Edina, MN. They manage $50,445,692 in 319 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $158,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Wd Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael P. Schaefbauer
CRD#: 4303568
7250 Metro Boulevard, Edina, MN 55439
96
Wealthminder
score

Michael Schaefbauer (CRD# 4303568) is an Investment Advisor Representative working at Wd Financial Services, LLC in Edina, MN and has over 16 years of experience in the finance industry. Michael Schaefbauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephanie M. Griesinger
CRD#: 6472683
7250 Metro Boulevard, Edina, MN 55439
90
Wealthminder
score

Stephanie Griesinger (CRD# 6472683) is an Investment Advisor Representative working at Wd Financial Services, LLC in Edina, MN and has 1 year of experience in the finance industry. Stephanie Griesinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.