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Chief Compliance Officer · Wold Financial Group

Stephanie A. Wright

CRD 3062131 · Named on Form ADV at one SEC-registered adviser

At a glance

Wold Financial Group, an SEC-registered wealth manager based in Mendota Heights, MN with $182 million in regulatory assets, lists Stephanie A. Wright on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Wold Financial GroupChief Compliance OfficerWealth manager · Mendota Heights, MN · $182M in regulatory assets

AtlasMembers

Stephanie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephanie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.