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Barry Wold
from Wold Financial Group
Barry Wold is a financial advisor based in Minnesota, Mendota Heights,
with 34 years of experience. Barry currently works for
Wold Financial Group.
Barry maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Barry Wold works at Wold Financial Group
Wold Financial Group is a financial advisory firm based in Mendota Heights, Minnesota. It currently has approximately $163,409,150 of assets under management and employs about 3 people. Wold Financial Group uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
and a percentage of assets under your management
Office location
750 Main Street, Suite 109, Mendota Heights, Minnesota, 55118
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