Financial ADVSR advisor directory · SEC adviser records
Wold Financial Group financial advisors
Every SEC-registered investment adviser representative at Wold Financial Group, by the state and city of the office they work from.
3 registered advisors work at Wold Financial Group, in 1 state and 1 city; the most are in Mendota Heights, MN (3). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Wold Financial Group advisor by name →Who joined and left Wold Financial Group →Wold Financial Group: assets, clients and custodians →
Cities with the most Wold Financial Group advisors
Wold Financial Group advisors by state
Questions
How many financial advisors does Wold Financial Group have?
3 investment adviser representatives are registered with Wold Financial Group, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Wold Financial Group have the most advisors?
Mendota Heights, MN, with 3 registered advisors. By state, Minnesota has the most, with 3.
How do I find a Wold Financial Group financial advisor near me?
Pick your state below, then your city, to see every Wold Financial Group advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Wold Financial Group offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →