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).
Total Assets Under Management2,697MILLION
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.
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.
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.
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.
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
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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.
Dominic Privitera (CRD# 5241521) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Hauppauge, NY and has over 10 years of experience in the finance industry.
Jody McDonough (CRD# 1336136) is an Investment Advisor Representative working at Woodbury Financial Services in Oakdale, MN and has over 22 years of experience in the finance industry.
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.
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.