Wold Financial Group

**Wold Financial Group LLC Summary:** Established in Minnesota, Wold Financial Group LLC is a registered investment adviser specializing in asset management services. The firm, led by Managing Member Ryan Wold, offers continuous supervision over client accounts, tailored to individual financial situations, objectives, and risk tolerance. Clients have the option to impose restrictions on account management, with fees based on a percentage of assets under management, ranging between 0.50% and 1.25% annually. Wold Financial Group primarily recommends various investment types, including mutual funds, ETFs, and securities, and employs fundamental and technical analysis in formulating investment advice. The firm's investment strategies include tactical and strategic asset allocation, with a focus on client-specific needs and objectives. Clients have the choice of granting discretionary or non-discretionary trading authorization, with account reviews conducted quarterly. Wold Financial Group does not vote proxies on behalf of clients and maintains strict privacy policies to safeguard client information. Additionally, the firm has a comprehensive business continuity plan in place to address significant business disruptions. Clients are encouraged to contact the firm for further details on services and policies. For more information, visit www.woldgroup.com or contact Stephanie Wright at 612-347-7825.