Barry
Wold
Wold Financial Group
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About this Advisor
Barry Wold is a financial advisor based in Saint Paul, Minnesota, working with Wold Financial Group. Barry has previously held positions at Raymond James & Associates, Inc, Advisornet Wealth Management, and The Wold Financial Group. Barry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Barry is part of Wold Financial Group, which operates out of Saint Paul, Minnesota. The firm has 3 employees and manages assets totaling $165.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as other services. The fee structure at Wold Financial Group includes asset-based fees.
Certifications and Registrations
Services Offered
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Wold Financial Group Brokerage Details
$165,734,292
3
208
$796,799
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Barry Wold Work History
The Wold Financial Group
Advisornet Wealth Management
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Barry Wold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wold Financial Group
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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