Bryan Lavoy, financial advisor Menomonie WI
81 score

Bryan Lavoy

CRD Number: 3123530
Current Firm: Woodbury Financial Services, Inc.

Bryan Lavoy (CRD# 3123530) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Menomonie, WI and has over 18 years of experience in the finance industry.

Similar Advisors
Ty Bernicke, financial advisor Menomonie WI
Ty A. Bernicke
CRD# 2936490
Bernicke Wealth Management, Ltd.
Score
96
Similar Advisors
Michael Brahmer, financial advisor Menomonie WI
Michael G. Brahmer
CRD# 4917470
Bernicke Wealth Management, Ltd.
Score
96
Similar Advisors
Gregory Edwards, financial advisor Menomonie WI
Gregory D. Edwards
CRD# 2854564
Commonwealth Financial Network
Score
96
Company Name Location Dates Years
Woodbury Financial Menomonie, WI Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Sep 2006
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Bryan M. Lavoy
Phone Number: 800-800-2638
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.