Stephanie L Ternes
Investment adviser representative at Wealth Forward, LLC
20 yearsExperience
1 stateRegistered in
$228.1MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Wealth Forward, LLCMay 2014 to now
- Wealth Forward, LLC Fka Ranstrom Berg Wealth ManagementJul 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (ND).
Wealth Forward, LLC
$228.1MAssets managed
367Clients
2Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5198724
- Firm CRD
- 159467