Ryan Wold has been Managing Partner of Wold Financial Group since August 2021, is a control person of the firm and directly owns 75% or more of it. Ryan Wold holds a Degree in Business Management from Augsburg College.
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.
Ryan Wold is Managing Partner of Wold Financial Group, based in Mendota Heights, MN. He is a founding member of the firm and has over 25 years of Investment Management experience.
Ryan Wold’s longest registration was 8 years at Raymond James & Associates, Inc. (2009–2018). Before joining Wold Financial Group in 2021, Ryan 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
Professional designations
Listed by Wold Financial Group
- Wealth Management Specialist
Investment adviser representative registrations
Ryan Wold is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2021.
- MinnesotaSince 20 September 2021
- TexasResidentSince 20 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 28 December 2001 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 4 December 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 April 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 March 1996 |
| Series 7 | General Securities Representative Examination | 26 February 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Davis Wold
- CRD
- 2702213
- Firm
- Wold Financial Group · CRD 316409
- Role
- Managing Partner
- Office
- 750 MAIN STREET, SUITE 109, Mendota Heights, MN 55118
- Registration
- Investment adviser registration
- In the industry since
- March 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- woldgroup.com
Where does Ryan Wold work?
Ryan Wold has been Managing Partner of Wold Financial Group LLC since August 2021, and is a control person of the firm.
Is Ryan Wold a financial advisor?
Yes. Ryan Wold has a current investment-adviser registration in Minnesota and Texas, through Wold Financial Group since September 2021.
How many years of experience does Ryan Wold have?
Ryan Wold has 30 years in the financial industry, since March 1996, across 3 adviser firms.
What exams has Ryan Wold passed?
Ryan Wold has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in February 1996. FINRA credited Ryan Wold with the SIE, which began in October 2018.
Where did Ryan Wold work before Wold Financial Group?
Before Wold Financial Group, Ryan Wold was registered through Raymond James & Associates, Inc., February 2009 to February 2018.
Where is Ryan Wold based?
Ryan Wold’s registered office is in Mendota Heights, MN.
Is Ryan Wold registered with FINRA?
No. Ryan Wold has no current broker registration.
How can I verify Ryan Wold’s record?
Search CRD 2702213 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Wold’s full registration record.
