Wd Financial Services, LLC
Wd Financial Services, LLC (CRD# 122936) is a financial advisory firm headquartered in Edina, MN. They manage $56,463,681 in 333 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management56MILLION
Total Number of Accounts333ACCOUNTS
Average Account Value$169,561
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.