Woodbury Financial Services, Inc.

Woodbury Financial Services, Inc. (CRD# 421) is a financial advisory firm headquartered in Oakdale, MN. They manage $2,696,849,604 in 14,956 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,697
    MILLION
  • 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
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

Financial Advisors at Woodbury Financial Services, Inc.
Showing 1 - 10 of 883 top financial advisors.
1
James R. Davis, CFP®
CRD#: 5571675
6263 N Scottsdale Road, Suite 385, Scottsdale, AZ 85250
103
Wealthminder
score

Reed began his career in 2008 in the midst of the financial crisis.  While the timing presented obstacles, it also presented an opportunity because it provided a unique perspective on the importance of proper financial planning and the damage that can ensue when a family's planning is incomplete or not effectively coordinated and organized.  As a CERTIFIED FINANCIAL PLANNER™, Reed spends his time managing the financial affairs for a group of successful families and business owners and brings value to our clients by walking them through a goal-based planning process to ensure that the proper planning is in place.  In 2013, Reed launched additional corporate retirement services to help business owners manage their retirement and succession planning responsibilities.  Reed has earned a Bachelor of Science degree in Political Science with a Minor in Business and a Certificate of International Studies from Arizona State University.

 

A native of Knoxville, TN, Reed is an avid Tennessee Volunteers fan and in his free time enjoys playing golf, guitar and traveling with his wife, Taylor.

2
Jeffrey M. Kropp
CRD#: 5107430
722 Yorklyn Rd, Suite 300, Hockessin, DE 19707
100
Wealthminder
score

Jeffrey Kropp (CRD# 5107430) is an Investment Advisor Representative working at Sherpa Financial in Hockessin, DE and has over 10 years of experience in the finance industry.

3
Marsha A. Walls
CRD#: 5396774
3091 A Voyager Dr, Green Bay, WI 54311
100
Wealthminder
score
Marsha Walls (CRD# 5396774) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Green Bay, WI and has over 8 years of experience in the finance industry.
4
Sean P. Aikmus
CRD#: 4587460
11900 College Blvd Ste 315, Overland Park, KS 66210
96
Wealthminder
score

Sean Aikmus (CRD# 4587460) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Overland Park, KS and has over 14 years of experience in the finance industry. Sean Aikmus 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.

5
Ralph V. Allen
CRD#: 1472745
Syracuse, UT
96
Wealthminder
score

Ralph Allen (CRD# 1472745) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Syracuse, UT and has over 29 years of experience in the finance industry.

6
Richard R. Allen
CRD#: 1139391
90 East Red Pine Drive, Alpine, UT 84004
96
Wealthminder
score

Richard Allen (CRD# 1139391) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Alpine, UT and has over 18 years of experience in the finance industry.

7
Richard L. Argotsinger
CRD#: 1514971
Highlands Ranch, CO
96
Wealthminder
score

Richard Argotsinger (CRD# 1514971) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Highlands Ranch, CO and has over 21 years of experience in the finance industry. Richard Argotsinger 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.

8
Dennis F. Baker
CRD#: 2180472
351 Prairie Heights Dr, Verona, WI 53593
96
Wealthminder
score

Dennis Baker (CRD# 2180472) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Verona, WI and has over 25 years of experience in the finance industry. Dennis Baker 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
Michael R. Baker
CRD#: 3154114
4230 C Westbrook Dr, Aurora, IL 60504
96
Wealthminder
score

Michael Baker (CRD# 3154114) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Aurora, IL and has over 17 years of experience in the finance industry. Michael Baker 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.

10
Kelsey L. Bankey
CRD#: 5369431
350 Oak Tree Lane, Suite 150, Dakota Dunes, SD 57049
96
Wealthminder
score

Kelsey Bankey (CRD# 5369431) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Dakota Dunes, SD and has over 5 years of experience in the finance industry. Kelsey Bankey 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.

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