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Barry Walter Wold

Wold Financial Group

Mendota Heights, MN

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Current Employers
Wold Financial Group

750 Main Street Suite 109, Mendota Heights, MN 55118 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2021-09-20
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2021-09-20

Branch Locations

750 Main Street Suite 109, Mendota Heights, MN 55118 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 01/2009 → 01/2018
    Minneapolis, MN
  • 01/2018 → 08/2021
    Advisornet Wealth Management
    Minneapolis, MN
  • 08/2021 → Present
    The Wold Financial Group
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-02
S63 Uniform Securities Agent State Law Examination 1990-10-25
  • S65 Uniform Investment Adviser Law Examination
    1999-12-02
  • S63 Uniform Securities Agent State Law Examination
    1990-10-25

View on SEC IAPD

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