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Financial ADVSR advisor directory · SEC adviser records

Wold Financial Group financial advisors in Mendota Heights, MN

Every SEC-registered investment adviser representative at a Wold Financial Group office in Mendota Heights, A to Z.

The short answer

3 registered advisors work at Wold Financial Group in Mendota Heights, out of 3 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Wold Financial Group advisors in Mendota Heights, A to Z

Every Wold Financial Group advisor →

Wold Financial Group advisors in every city and state →Wold Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Mendota Heights

All Mendota Heights advisors →

Thrivent Investment Management Inc. 4Vessel Wealth Partners 3

Questions

How many financial advisors does Wold Financial Group have in Mendota Heights?

3 investment adviser representatives are registered at Wold Financial Group offices in Mendota Heights, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Wold Financial Group one of the largest advisor employers in Mendota Heights?

Wold Financial Group ranks number 3 in Mendota Heights by registered advisors; Thrivent Investment Management Inc. has the most, with 4.

How do I check a Wold Financial Group advisor in Mendota Heights?

Each advisor below 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. Advisors are listed at the city of the Wold Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.