Kolby BlatchfordCRD Number: 7004499
Current Firm: Woodbury Financial Services, Inc.
Kolby Blatchford (CRD# 7004499) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Lincoln, NE and has over 3 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Rbc Capital Markets, LLC
Wells Fargo Clearing Services, LLC
|Woodbury Financial Services Inc.||Lincoln, NE||Mar 2021 - Current||1|
|Pruco Securities, LLC||Omaha, NE||Sep 2020 - Mar 2021||< 1|
|The Prudential Insurance Company Of America||Omaha, NE||Sep 2020 - Mar 2021||< 1|
|Benefit Management||Lincoln, NE||May 2019 - Sep 2020||1|
|Sagepoint Financial, Inc.||Lincoln, NE||May 2019 - Sep 2020||1|
|Grata Bar & Lounge||Lincoln, NE||Nov 2014 - May 2019||4|
|Mwa Financial Services Inc.||Rock Island, IL||Aug 2018 - Apr 2019||< 1|
|Modern Woodmen Of America||Rock Island, IL||Aug 2017 - Apr 2019||1|
|University Of Nebraska-lincoln||Lincoln, NE||Jan 2012 - Dec 2016||4|
|Granite City||Lincoln, NE||Nov 2012 - Oct 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management21,345MILLIONS
Total Number of Accounts91,382ACCOUNTS
Average Account Value$233,575
- 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
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