WOLD FINANCIAL GROUP

750 Main Street
Suite 109
Mendota Heights, Minnesota 55118
Tel: 612-347-7825

About WOLD FINANCIAL GROUP

WOLD FINANCIAL GROUP, formally registered with the SEC as WOLD FINANCIAL GROUP. The firm was established in 09/17/2021. They have over 1 offices throughout the country.

WOLD FINANCIAL GROUP is a Mendota Heights, Minnesota based Financial Planning firm with nearly $165,734,292 assets under management, offering retirement planning & investment advisory services to 208 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316409
SEC#	801-122348
Assets Managed by Firm	$165,734,292
No. of Clients	208
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (FINANACIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN)

Firm Client Information

	No. of Clients	AUM
Firm Total	208	$165,734,292
Individuals (other than high net worth individuals)	45	$38,821,977
High net worth individuals	25	$123,364,164
Pension and profit sharing plans	1	$3,548,151

More Retirement Planning firms in Mendota Heights, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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