Wealth Forward, LLC
Wealth Forward, LLC (CRD# 159467) is a financial advisory firm headquartered in Fargo, ND. They manage $170,318,069 in 950 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management170MILLION
-
Total Number of Accounts950ACCOUNTS
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Average Account Value$179,282
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, ND, NH, TX
Financial Advisors at Wealth Forward, LLC
1
Ryan Berg (CRD# 4718436) is an Investment Advisor Representative working at Wealth Forward, LLC in Fargo, ND and has over 22 years of experience in the finance industry.
2
Stephanie Ternes (CRD# 5198724) is an Investment Advisor Representative working at Wealth Forward, LLC in Fargo, ND and has over 11 years of experience in the finance industry.
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