Wold Financial Group

Wold Financial Group (CRD# 316409) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $165,734,292 in 208 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
750 Main Street, Suite 109, Mendota Heights, MN 55118
http://www.woldgroup.com
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $796,799
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, MI, MN, NC, NE, NM, NV, TX, WA, WI

Financial Advisors at Wold Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Barry Wold, financial advisor Mendota Heights MN
Barry W. Wold
CRD#: 2095296
750 Main Street, Suite 109, Mendota Heights, MN 55118

Barry Wold (CRD# 2095296) is an Investment Advisor Representative working at Wold Financial Group in Mendota Heights, MN and has over 33 years of experience in the finance industry.

2
Ryan Wold, financial advisor Mendota Heights MN
Ryan D. Wold
CRD#: 2702213
750 Main Street, Suite 109, Mendota Heights, MN 55118

Ryan Wold (CRD# 2702213) is an Investment Advisor Representative working at Wold Financial Group in Mendota Heights, MN and has over 28 years of experience in the finance industry.

3
Stephanie Wright, financial advisor Mendota Heights MN
Stephanie A. Wright
CRD#: 3062131
750 Main Street, Suite 109, Mendota Heights, MN 55118

Stephanie Wright (CRD# 3062131) is an Investment Advisor Representative working at Wold Financial Group in Mendota Heights, MN and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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