Jerry Wade, CFP®, CFS®
Minneapolis, Minnesota, 55416
Member Since 2005
Why you should work with WFG: 1) We are FEE-ONLY and only work for YOU, 2) We have an in house CPA whose sole purpose is to SAVE YOU TAXES, 3) We provide a documented track record on investment performance, 4) Our service is unrivaled, 5) We are a member of NAPFA, which is critical in your choice of an advisor.
My Location
Background Information
Years of Financial Experience
- 25
Certifications and Designations
- CFP®
- CFS®
Association Memberships
- NAPFA
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: None
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Wade Financial Group
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, Currencies, REITs, Equity, Limited Partnerships
Visit Website - http://www.wadefinancialgroup.com
Jerry Wade
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Visit our YouTube Site:
http://t.co/i6DhaLFU http://t.co/mCW6J9ES
Find out what the WFG Invest. Dept. has been buying and selling to make the yields more attractive. Read the blog http://t.co/cVDuVqzy
What do WFG investment guys do in January? Read about it on the blog at http://t.co/cVDuVqzy
Kelly is new blogger at WFG. Check out her common-sense advice at http://t.co/cVDuVqzy