Barry Wold has been an investment adviser representative at Wold Financial Group since September 2021, and is not listed among the firm’s executive officers or direct owners.
Wold Financial Group LLC is a Mendota Heights, MN firm with $182M under management, 72 clients and 3 advisers in one office, as of its March 2026 filing.
Barry Wold’s longest registration was 8 years at Raymond James & Associates, Inc. (2009–2018). Before joining Wold Financial Group in 2021, Barry Wold was registered through Advisornet Wealth Management and Raymond James & Associates, Inc.
- Wold Financial GroupCurrent– present · 5 yearsMendota Heights, MN · Adviser representative · Firm CRD 316409
- Advisornet Wealth Management– · 3 yearsMendota Heights, MN · Adviser representative · Firm CRD 113074
- Raymond James & Associates, Inc.– · 8 yearsEdina, MN · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Barry Wold is registered as an investment adviser representative in Texas, as a resident of Texas, since September 2021.
- TexasResidentSince 20 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 October 1990 |
| Series 7 | General Securities Representative Examination | 16 October 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Barry Walter Wold
- CRD
- 2095296
- Firm
- Wold Financial Group · CRD 316409
- Office
- 750 MAIN STREET, SUITE 109, Mendota Heights, MN 55118
- Registration
- Investment adviser registration
- In the industry since
- October 1990
- Disciplinary history
- Not yet shown here · SEC record
Where does Barry Wold work?
Barry Wold is an investment adviser representative registered through Wold Financial Group LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Barry Wold a financial advisor?
Yes. Barry Wold has a current investment-adviser registration in Texas, through Wold Financial Group since September 2021.
How many years of experience does Barry Wold have?
Barry Wold has 36 years in the financial industry, since October 1990, across 3 adviser firms.
What exams has Barry Wold passed?
Barry Wold has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1990. FINRA credited Barry Wold with the SIE, which began in October 2018.
Where did Barry Wold work before Wold Financial Group?
Before Wold Financial Group, Barry Wold was registered through Raymond James & Associates, Inc., February 2009 to February 2018.
Where is Barry Wold based?
Barry Wold’s registered office is in Mendota Heights, MN.
Is Barry Wold registered with FINRA?
No. Barry Wold has no current broker registration.
How can I verify Barry Wold’s record?
Search CRD 2095296 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barry Wold’s full registration record.
