Stephanie Wright

from Wold Financial Group
SEC regulated
Regulated Investment Advisor
Stephanie Wright is a financial advisor based in Minnesota, Mendota Heights, with 16 years of experience. Stephanie currently works for Wold Financial Group. Stephanie maintains a S66 license (Uniform Combined State 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Stephanie Wright 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 Combined State Law Examination (S66)
Years registered
7 years
Fee structure
and a percentage of assets under your management
Office location
750 Main Street, Suite 109, Mendota Heights, Minnesota, 55118

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting