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Stephanie L Ternes

Wealth Forward, LLC

Fargo, ND

CRD 5198724

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Employer firm

Wealth Forward, LLC CRD 159467

$228M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Forward, Llc

2632 47Th St S. Suite 107, Fargo, ND 58104 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2014-05-12
  • ND RA
    APPROVED
    Since 2014-05-12

Branch Locations

2632 47Th St S. Suite 107, Fargo, ND 58104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Forward, Llc Fka Ranstrom Berg Wealth Management Fargo ND 07/2006 Present
  • 07/2006 → Present
    Wealth Forward, Llc Fka Ranstrom Berg Wealth Management
    Fargo, ND
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-25
  • S65 Uniform Investment Adviser Law Examination
    2013-03-25
Other Names
  • Stephanie L Schilling

View on SEC IAPD

Nearby Firms

EIGHTH WONDER INVESTMENTS
MARINER
LPL ENTERPRISE, LLC

Nearby Investors

Joseph Daniel Keimig
JILL J KLOSE
DAREN LEE PLADSON

Nearby Offices

EIGHTH WONDER INVESTMENTS · FARGO, ND
MARINER · Fargo, ND
LPL ENTERPRISE, LLC · fargo, ND

More in Fargo, ND

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