Wold Financial, LLC

Wold Financial, LLC Financial Advice. Insightful Guidance. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
06/17/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Do you know the risk factors that can lead to cognitive decline?
06/15/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Many have heard they should avoid probate; do you understand what probate is and how it works?
06/12/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
06/10/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

A special needs trust can help care for a special needs child, even after you’re gone.
06/08/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
06/05/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
06/03/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Here are a few key factors to consider when naming an executor for your estate.
06/01/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

05/29/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

What steps might help you sustain and grow your retirement savings? This piece explores them.
05/27/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Address

1118 South Cedar Lake Road
Minneapolis, MN
55405

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19529360222

Website

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