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Wold Financial Group CRD 316409
$182M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
750 Main Street Suite 109, Mendota Heights, MN 55118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-09-20 |
Branch Locations
750 Main Street Suite 109, Mendota Heights, MN 55118 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Minneapolis | MN | 01/2009 | 01/2018 |
| Advisornet Wealth Management | Minneapolis | MN | 01/2018 | 08/2021 |
| The Wold Financial Group | Minneapolis | MN | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-25 |
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