Woodbury Financial Services, Inc.
Woodbury Financial Services, Inc. (CRD# 421) is a financial advisory firm headquartered in Oakdale, MN. They manage $19,278,448,046 in 101,950 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management19,278MILLION
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Total Number of Accounts101,950ACCOUNTS
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Average Account Value$189,097
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Aaron Adams (CRD# 5246669) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 9 years of experience in the finance industry.
Pierce Adams (CRD# 5987927) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Metairie, LA and has over 11 years of experience in the finance industry. Pierce Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Geoffrey Aden (CRD# 2169633) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Novato, CA and has over 31 years of experience in the finance industry.
Carla Adkins (CRD# 4418119) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Ashland, KY and has over 21 years of experience in the finance industry.
Jonathon Aggen (CRD# 2671374) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Boca Raton, FL and has over 6 years of experience in the finance industry.
Anna Bertha Aguirre (CRD# 2859853) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Darien, IL and has over 26 years of experience in the finance industry.
Mansoor Ahmed (CRD# 2990805) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Downers Grove, IL and has over 24 years of experience in the finance industry.
Edward Aiken (CRD# 2333177) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Wilmington, DE and has over 30 years of experience in the finance industry.
Salvatore Albanese (CRD# 2853475) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Londonderry, NH and has over 26 years of experience in the finance industry.