Jenna Wold, CFP®

Jenna Wold, CFP®

Wealth Manager Assistant

952-936-0222

952-933-6778

  • Procedure Administration
  • Office Assistance
  • Digital Marketing

Jenna is a graduate of the Carlson School of Management at the University of Minnesota where she earned a Bachelor of Science in Business degree with distinction. Jenna earned her CERTIFIED FINANCIAL PLANNER® certificate in 2025.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.