Stephanie Ann Wright
Professional Summary
Stephanie Ann Wright, who also goes by Stephanie A. Stark, Stephanie Ann Stark, Stephanie Ann Turnquist, is a registered financial advisor currently at WOLD FINANCIAL GROUP located in Mendota Heights, Minnesota. Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Stephanie has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 24, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephanie A. Stark, Stephanie Ann Stark, Stephanie Ann Turnquist
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
WOLD FINANCIAL GROUP | WOLD FINANCIAL GROUP LLC
Contact Information
Main Address
750 Main Street Suite 109, Mendota Heights, MN 55118Phone Number
(612) 347-7825# of Employees
3SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
327AUM (Assets Under Management)
$182,458,656Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
WOLD FINANCIAL GROUP | WOLD FINANCIAL GROUP LLC
State Registrations and Notice Filings
(9/17/2021)
(9/17/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed May 2010About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Apr 2010About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Ann Wright's CRS (Customer Relationship Summary).
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