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RIA / WealthAdvisor42 years in industry

WARD CLINTON WENHOLZ

Advisor at SAPPHIRE FINANCIAL STRATEGIES, L.L.C.

MISSOULA, MT

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Search this name across graphsid dfx:ria:b3593d70-185c-e30e-d64d-466e0c21a202

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 24, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAPPHIRE FINANCIAL STRATEGIES, L.L.C.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63|S66
First exam: Feb 6, 1993
First registration: Aug 24, 1999
Dual registered: no
Other names: WARD Clinton WENHOLZ
IAPD individual key: 2307860

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAPPHIRE FINANCIAL STRATEGIES, L.L.C.	State registered	Nov 5, 2018	n/a	yes	MISSOULA, MT	Current employment
FIRST ADVISORS NATIONAL, LLC	Independent wealth	Nov 5, 2015	Sep 6, 2018	no	Florence, MT	Previous registration
NEPSIS ADVISOR SERVICES, INC.	Former SEC adviser	Oct 30, 2012	Nov 3, 2015	no	MISSOULA, MT	Previous registration
G. A. REPPLE & COMPANY	Bd affiliated wealth	Jan 5, 2010	Nov 5, 2012	no	CASSELBERRY, FL\|MISSOULA, MT	Previous registration
Spc	Bd affiliated wealth	Sep 16, 2009	Dec 23, 2009	no	MISSOULA, MT	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Aug 24, 1999	Jun 16, 2004	no	MISSOULA, MT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST ADVISORS NATIONAL, LLC	SAPPHIRE FINANCIAL STRATEGIES, L.L.C.	Sep 6, 2018	Nov 5, 2018	60	Firm change	RIA to state RIA
NEPSIS ADVISOR SERVICES, INC.	FIRST ADVISORS NATIONAL, LLC	Nov 3, 2015	Nov 5, 2015	2	Firm change	Other
G. A. REPPLE & COMPANY	NEPSIS ADVISOR SERVICES, INC.	Nov 5, 2012	Oct 30, 2012	-6	Firm change	Other
Spc	G. A. REPPLE & COMPANY	Dec 23, 2009	Jan 5, 2010	13	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	Spc	Jun 16, 2004	Sep 16, 2009	1,918	Firm change after gap	Other

Relationships

Registered with (6)

→ SAPPHIRE FINANCIAL STRATEGIES, L.L.C.Registered adviserregistration: current employment
Nov 5, 2018 to presentfactForm ADV
→ FIRST ADVISORS NATIONAL, LLCRegistered adviserregistration: previous registration
Nov 5, 2015 to Sep 6, 2018factForm ADV
→ NEPSIS ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Oct 30, 2012 to Nov 3, 2015factForm ADV
→ G. A. REPPLE & COMPANYRegistered adviserregistration: previous registration
Jan 5, 2010 to Nov 5, 2012factForm ADV
→ SPCRegistered adviserregistration: previous registration
Sep 16, 2009 to Dec 23, 2009factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 24, 1999 to Jun 16, 2004factForm ADV

Dated events

No dated event names this entity yet.