Ryan
Wold

Wold Financial Group

CRD#2702213
Investment Advisor
in Saint Paul, MN

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About this Advisor

Ryan Wold is a financial advisor based in Saint Paul, Minnesota, working with Wold Financial Group. Ryan has previously held positions at Raymond James & Associates, Inc, Advisornet Wealth Management, and The Wold Financial Group. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Ryan 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

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

750 Main Street Suite 109
Saint Paul, MN 55118

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Wold Financial Group Brokerage Details

Total Assets Under Management

$165,734,292

MN Average: $5,289,111,388
Total Number of Employees

3

MN Average: 157
Total Number of Accounts

208

MN Average: 8,262
Average Account Size

$796,799

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Ryan Wold Work History

2021 - Present (3 years)

The Wold Financial Group

2018 - Present (6 years)

Advisornet Wealth Management

2009 - 2018 (9 years)

Raymond James & Associates, Inc

Disclosures

Please visit the SEC profile of Ryan 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

Stephanie Wright
Saint Paul, MN
Barry Wold
Saint Paul, MN
Ryan Wold
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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