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 884 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
Mark W. Page
CRD#: 2142940
27575 Ferry Rd., Suite 100, Warrenville, IL 60555
103
Wealthminder
score

Mark Page (CRD# 2142940) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Warrenville, IL and has over 26 years of experience in the finance industry.

3
Christopher A. Cahoon
CRD#: 4705977
16150 Ne 85th St, Ste 204, Redmond, WA 98052
101
Wealthminder
score

Christopher Cahoon (CRD# 4705977) is an Investment Advisor Representative working at Woodbury Financial Services, Inc Redmond, WA and has over 13 years of experience in the finance industry.

4
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.

5
Peter G. Miles
CRD#: 5415522
7815 3rd St. N. Ste 201, Oakdale, MN 55128
100
Wealthminder
score

At St. Croix Wealth Management we believe it’s important to build strong, long lasting relationships with our clients. We help them develop their financial plan or, as we refer to it, their Financial GPS. Just like an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life’s ever changing landscape. Throughout this journey, we educate and provide insights to ensure that the financial direction our clients take is always the most appropriate for their stage of life and financial objectives.
While there are many milestones in one’s life, retirement can be the most significant. At St. Croix Wealth Management, our mission is to help our clients set a course toward reaching their goals so they are more prepared for their future retirement. At every turn, we’re here to help clients plan – from investment strategies, to complex wealth management needs, to managing their portfolio. 
The advice needs of our clients will change over the course of their lives. St. Croix Wealth Management has three client engagement options – Navigator, Co-Pilot and Captain – that provide clients with solutions and guidance throughout their ever-changing life stages.

Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through St. Croix Wealth Management, which is not affiliated with Woodbury Financial Services, Inc
See Disclosures at: www.joinwoodbury.com/disclosures/socialmedia

 

Peter G. Miles (CRD# 5415522) is an Financial Advisor working at St. Croix Wealth Management in Woodbury, MN and has over 13 years of experience in the finance industry.

6
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.
7
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 15 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.

8
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 30 years of experience in the finance industry.

9
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 19 years of experience in the finance industry.

10
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 22 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.