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- Founder and President, Wade Financial Group, Inc.
- Founder and President, Wade Investments, LLC
- Creator Wade Folios™ (patent pending)
- Creator wadefoliosDirect™ (patent pending)
- Creator and "Commissioner" of www.fundpolice.com
- Co Author "Building Your $1,000,000 Nest Egg"
- Host of weekly radio program, The Jerry Wade Show
- Author of industry White Paper: Mutual Funds Unmasked
Jerry Wade is one of America's most successful financial strategists-and much more!
Jerry Wade, a 20-year veteran of the financial planning industry, founded Wade Financial Group Inc., in 1994. Wade is president of Wade Financial Group, Inc., an independent, fee-only advisory firm in Minneapolis, MN. The firm provides comprehensive financial and tax planning, investment management and estate planning for successful families and small businesses nationwide.
- In 2004, Wade founded Wade Folios™ and wadefoliosDirect™, groundbreaking investment options based upon his desire to give for investors of all sizes the opportunity to invest like the "super wealthy" do. These investments are so unique a U.S. patent has been applied for.
- Also in 2004 he created the popular website, www.fundpolice.com to provide all investors and the news media the opportunity to access up to date news on the ongoing mutual fund scandals and other shenanigans promulgated on investors by financial institutions of all shapes and sizes.
- Wade authored in 2004 the industry shaking white paper: "Mutual Funds Unmasked," putting the abuses of the mutual fund industry under the microscope, and revealing the 12 Deadly Sins of the mutual fund industry.
Wade is a Certified Financial Planner (CFP) and a Certified Fund Specialist (CFS). He is a member of the National Association of Personal Financial Advisors (NAPFA) and the National Association of Christian Financial Consultants (NACFC). Wade is active in Rotary International and co-founded the non-profit organization, "Remember Our Heroes," which connects veterans with students in America's classrooms.
Wade recognized for industry expertise
A leader in the financial planning arena, Wade is consistently recognized by the investment industry for his achievements. Four years after the creation of Wade Financial Group, Worth magazine named Wade one of the top 250 advisors in the US - a distinction he maintained four years running. In 2003 and 2004, the publication named Wade to its list of 100 best financial advisors. He has also been ranked among America's top wealth managers by Bloomberg Wealth Manager. In addition, J.K. Lasser's book, New Rules for Estate Planning and Tax, named Wade as one of the top estate planning experts in the US in both 2003 and 2004.
Wade is frequently contacted by the media for his investment expertise and grasp of industry issues and trends. He's been quoted in The Wall Street Journal, Boston Globe, Bloomberg Financial, Mature Outlook, Black Enterprise, The Robb Report, RIA News, Mutual Fund News, Financial Planning Magazine, Dow Jones Investment Advisor, "Sound Money" newsletter, Journal of Financial Planning, Smart Money Interactive, Investment News and Financial Planning Interactive. Wade has also worked with the broadcast media and has been a guest on CBN's "700 Club," Public Television's "The Financial Advisors," KARE 11, KMSP Channel 9, KCCO and WCCO.
Radio Show
Wade was invited to host the Jerry Wade Show on live radio. The show covers the full spectrum of financial topics in a lively and insightful fashion. Wade most enjoys taking listener calls and providing education on the pros and cons of all of today's most popular investment products, with a no-punches-pulled expertise. All past shows are archived on the Internet with show segments broken down into quick sound bites, easily digestible to information-hungry web surfers!
Wade-authored publications
In addition to providing regular expert media commentary, Wade is a published author. In 2002, the book, Building Your $1,000,000 Nest Egg, which Wade co-authored, was released. He also writes contributed pieces for business and financial planning trade publications. His articles have appeared in Minnesota Business, Minneapolis Star Tribune, Mutual Fund Magazine, RIA News, St. Paul Pioneer Press and Financial Planning Practitioner.
Presentations and topics of interest
Wade is a sought-after speaker and presenter, who draws upon his broadcast training and experience to create broad appeal with his audience. He has appeared before the Minnesota Society of CPAs, Rotary International Public Workshops, and American Express conferences.
Wade writes and speaks with authority and
energy on the following subjects:
Mutual fund reform
- Mutual fund reform stalled: what you can do about it
- The empowered investor: navigating the mutual fund scandal
- Mutual funds: the devil is in the details (and it's hot in there!)
- The seven deadly sins of mutual funds: what they don't want you to know
- Mutual fund fees exposed and explained
- Escaping the mutual fund scandal; are separately managed accounts the vehicle?
- Prevent the mutual fund malady: build your own fund
Of current interest
- Alternative investments: how to avoid hedge entanglement
- Rising interest rates: a losing proposition?
- How you can profit from rising oil prices: at the pump and in the wallet
- Loss harvesting: a way to gain in annual return
- NUA (Net Unrealized Appreciation) demystified
- Church bonds: sanctuary for investors
- Munis that rock with minimal risk
- Taking advantage of dividend tax breaks
- Shared Family Office
Historical Bio
Prior to launching Wade Financial Group, he spent 10 years with American Express Financial Advisors. During that time, Wade served as a financial planner, a trainer, and as a strategic consultant to IDS/American Express management. He also has broadcast experience and was the commercial voice of several companies. A native of New Castle, IN, Wade is a 1981 graduate of Ball State University where he earned a bachelor's in communications. He is married with three children and resides in Maple Grove, MN.
Repeatedly selected by Worth magazine as one of the Top 100
elite financial advisors in the United States.
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