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 15 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.

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