Stephanie Wright has been Chief Compliance Officer of Wold Financial Group since August 2021, is a control person of the firm and directly owns between 5% and 10% of it. Stephanie Wright holds a Degree in Communications from the University of Minnesota.
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.
Stephanie Wright is Managing Partner of Wold Financial Group, based in Mendota Heights, MN. She brings over 30 years of experience in the financial services industry to her current position.
Stephanie Wright’s longest registration is the current one, 5 years at Wold Financial Group since 2021. Before joining Wold Financial Group in 2021, Stephanie Wright 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.– · 4 yearsEdina, MN · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Stephanie Wright is registered as an investment adviser representative in 2 states. Each was approved in September 2021.
- MinnesotaSince 17 September 2021
- TexasSince 17 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 13 December 2010 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 May 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 12 April 2010 |
| Series 66 | Uniform Combined State Law Examination | 16 February 2010 |
| Series 7 | General Securities Representative Examination | 21 December 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephanie Ann Wright
- CRD
- 3062131
- Firm
- Wold Financial Group · CRD 316409
- Role
- Chief Compliance Officer
- Office
- 750 MAIN STREET, SUITE 109, Mendota Heights, MN 55118
- Registration
- Investment adviser registration
- In the industry since
- December 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- woldgroup.com
Where does Stephanie Wright work?
Stephanie Wright has been Chief Compliance Officer of Wold Financial Group LLC since August 2021, and is a control person of the firm.
Is Stephanie Wright a financial advisor?
Yes. Stephanie Wright has a current investment-adviser registration in Minnesota and Texas, through Wold Financial Group since September 2021.
How many years of experience does Stephanie Wright have?
Stephanie Wright has 16 years in the financial industry, since December 2009, across 3 adviser firms.
What exams has Stephanie Wright passed?
Stephanie Wright has passed 5 licensing exams: the Series 7, Series 66, Series 9, Series 10 and Series 24. The earliest, the Series 7, was passed in December 2009. FINRA credited Stephanie Wright with the SIE, which began in October 2018.
Where did Stephanie Wright work before Wold Financial Group?
Before Wold Financial Group, Stephanie Wright was registered through Raymond James & Associates, Inc., January 2014 to January 2018.
Where is Stephanie Wright based?
Stephanie Wright’s registered office is in Mendota Heights, MN.
Is Stephanie Wright registered with FINRA?
No. Stephanie Wright has no current broker registration.
How can I verify Stephanie Wright’s record?
Search CRD 3062131 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Wright’s full registration record.
