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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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

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.

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