Stephanie A. Wright

WOLD FINANCIAL GROUP

Mendota Heights, MN 55118

Some features on this profile are disabled

CRD#: 3062131

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie A. Stark | Stephanie Ann Stark | Stephanie Ann Turnquist

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Ann Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 17, 2021 - Present

WOLD FINANCIAL GROUP

Office #1: 750 Main Street Suite 109, Mendota Heights, MN 55118

RIA

CRD#: 316409

Mendota Heights, MN

Past

January 11, 2018 - December 31, 2021

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

Mendota Heights, MN

Past

January 31, 2014 - January 31, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

EDINA, MN

Past

December 22, 2009 - January 31, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

EDINA, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WOLD FINANCIAL GROUP

WOLD FINANCIAL GROUP | WOLD FINANCIAL GROUP LLC

CRD#: 316409 / SEC#: 801-122348

RIA

Registered Investment Advisory firm - (9/17/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(9/17/2021)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 2/16/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/13/2010

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 5/27/2010

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/12/2010

General Securities Sales Supervisor - Options Module Examination

Current Firm

WOLD FINANCIAL GROUP

WOLD FINANCIAL GROUP | WOLD FINANCIAL GROUP LLC

CRD#: 316409 / SEC#: 801-122348

RIA

Registered Investment Advisory firm - (9/17/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

750 Main Street Suite 109, Mendota Heights, MN 55118

Mailing Address

Phone number

(612) 347-7825

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WOLD FINANCIAL GROUP ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	311
AUM (Assets Under Management)	$ 172,468,251

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Brian Niemann

LPL FINANCIAL LLC

IAR

STILLWATER, MN

Ryan Golden

WELLS FARGO CLEARING SERVICES, LLC

IAR

Crystal, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephanie A. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Ann Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORNET WEALTH PARTNERS

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

WOLD FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2010

SIE

Date: 1/31/2018

Series 7

Date: 12/21/2009

Series 24

Date: 12/13/2010

Series 10

Date: 5/27/2010

Series 9

Date: 4/12/2010

Current Firm

WOLD FINANCIAL GROUP

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WOLD FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors