Woodbury Financial Services, Inc.

Woodbury Financial Services, Inc. (CRD# 421) is a financial advisory firm headquartered in Oakdale, MN. They manage $7,631,833,044 in 45,748 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,632
    MILLION
  • Total Number of Accounts
    45,748
    ACCOUNTS
  • Average Account Value
    $166,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Woodbury Financial Services, Inc.
Showing 1 - 10 of 1,217 top financial advisors.
1
Donald M. Denstaedt
CRD#: 5448490
Sterling Heights, MI 48312
Donald Denstaedt (CRD# 5448490) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Sterling Heights, MI and has over 11 years of experience in the finance industry. Donald Denstaedt 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Hunter R. Abbe
CRD#: 7060484
Waco, TX 76710

Hunter Abbe (CRD# 7060484) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Waco, TX and has 1 year of experience in the finance industry.

3
Richard D. Abbe
CRD#: 1366957
Waco, TX 76710

Richard Abbe (CRD# 1366957) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Waco, TX and has over 33 years of experience in the finance industry.

4
Anthony D. Abrams
CRD#: 2829747
Upper Marlboro, MD 20774

Anthony Abrams (CRD# 2829747) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Upper Marlboro, MD and has over 22 years of experience in the finance industry.

5
Jessica A. Abrego
CRD#: 3274138
Oakdale, MN 55128

Jessica Abrego (CRD# 3274138) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 20 years of experience in the finance industry.

6
Keyan Abrishamkar
CRD#: 5064197
Rockville, MD 20850

Keyan Abrishamkar (CRD# 5064197) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Rockville, MD and has over 13 years of experience in the finance industry.

7
Aaron E. Adams
CRD#: 5246669
Oakdale, MN 55128

Aaron Adams (CRD# 5246669) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 5 years of experience in the finance industry.

8
Pierce Adams
CRD#: 5987927
Metairie, LA 70002

Pierce Adams (CRD# 5987927) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Metairie, LA and has over 7 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.

9
Carla H. Adkins
CRD#: 4418119
Ashland, KY 41101

Carla Adkins (CRD# 4418119) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Ashland, KY and has over 18 years of experience in the finance industry.

10
Jonathon W. Aggen
CRD#: 2671374
East Peoria, IL 61611

Jonathon Aggen (CRD# 2671374) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in East Peoria, IL and has over 3 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.