Wealth Forward, LLC
Wealth Forward, LLC (CRD# 159467) is a financial advisory firm headquartered in Fargo, ND. They manage $126,681,007 in 862 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management127MILLION
Total Number of Accounts862ACCOUNTS
Average Account Value$146,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MN, ND, NH, TX
Ryan Berg (CRD# 4718436) is an Investment Advisor Representative working at Wealth Forward, LLC in Fargo, ND and has over 19 years of experience in the finance industry. Ryan Berg 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.
Stephanie Ternes (CRD# 5198724) is an Investment Advisor Representative working at Wealth Forward, LLC in Fargo, ND and has over 7 years of experience in the finance industry.