Barry Wold
Advisor at Wold Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wold Financial Group
Location
Mendota Heights, MN 55118
Credentials
Series 63, Series 65
Industry experience
35 years
About
Barry Wold is a financial advisor at Wold Financial Group with 35 years of industry experience. He has held positions at AdvisorNet Wealth Management and Raymond James & Associates prior to joining his current firm in 2021. He holds Series 63 and Series 65 licenses. Wold Financial Group provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with strategic and tactical asset allocation to deliver tailored investment advice and actively managed portfolios.
Client services
Based on Wold Financial Group
Portfolio management
Finanacial consulting not resulting in a financial plan
Finanacial consulting not resulting in a financial plan
Fee options
0.50% to 1.25% annually
Location
750 Main Street, Suite 109
Mendota Heights, MN 55118
Most active in
Barry W has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
The Wold Financial Group
2021 - Present (5 years)
AdvisorNet Wealth Management
2018 - 2021 (3 years)
Raymond James & Associates
2009 - 2018 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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The Hatlestad Group
Donovan C
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Carson Capital
Paula L
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St Paul, MN
Ramsey Hill Asset Management LLC
Bradley H
Series 63, Series 65
Savage, MN
Sword and Shield Solutions LLC
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