Paul Woolfrey (CRD# 1928727) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edina, MN and has over 35 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Edina, MN | Nov 2022 - Current | 1 |
| Ameriprise Financial Services | Edina, MN | Nov 2022 - Nov 2022 | < 1 |
| Securities America, Inc. | Minnetonka, MN | Nov 2018 - Nov 2022 | 4 |
| Arbor Point Advisors | Minnetonka, MN | Nov 2018 - Nov 2022 | 4 |
| Woolfrey Financial Consulting, Inc. | Minnetonka, MN | Apr 2004 - Nov 2022 | 18 |
| Securities America Advisors | Minnetonka, MN | Nov 2018 - Feb 2021 | 2 |
| Ameriprise Financial Services, LLC | Edina, MN | Mar 2020 - Mar 2020 | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2014 - Nov 2018 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2011 - Nov 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1989 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2004 |
- MN
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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