Woodbury Financial Services, Inc.

Woodbury Financial Services, Inc. (CRD# 421) is a financial advisory firm headquartered in Oakdale, MN. They manage $21,344,571,679 in 91,382 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    21,345
    MILLION
  • Total Number of Accounts
    91,382
    ACCOUNTS
  • Average Account Value
    $233,575
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Woodbury Financial Services, Inc.
Showing 1 - 10 of 1,449 top financial advisors.
1
Laura E. Ingram
CRD#: 5809177
N6687 Wrightway Drive, Fond Du Lac, WI 54937
Laura Ingram (CRD# 5809177) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Fond Du Lac, WI and has over 8 years of experience in the finance industry. Laura Ingram 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
James A. Abrego
CRD#: 4227158
7755 3rd Street North, Oakdale, MN 55128

James Abrego (CRD# 4227158) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 13 years of experience in the finance industry.

3
Keyan Abrishamkar
CRD#: 5064197
9210 Corporate Blvd, Suite 210, Rockville, MD 20850

Keyan Abrishamkar (CRD# 5064197) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Rockville, MD and has over 16 years of experience in the finance industry.

4
Aaron E. Adams
CRD#: 5246669
7755 3rd Street North, Oakdale, MN 55128

Aaron Adams (CRD# 5246669) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 8 years of experience in the finance industry.

5
Pierce Adams
CRD#: 5987927
3300 West Esplanade Avenue, Ste 608, Metairie, LA 70002

Pierce Adams (CRD# 5987927) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Metairie, LA and has over 10 years of experience in the finance industry. Pierce Adams 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.

6
Geoffrey C. Aden
CRD#: 2169633
1500 Grant Ave, Suite 314, Novato, CA 94945

Geoffrey Aden (CRD# 2169633) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Novato, CA and has over 30 years of experience in the finance industry.

7
Carla H. Adkins
CRD#: 4418119
1536 Winchester Ave, Suite 202, Ashland, KY 41101

Carla Adkins (CRD# 4418119) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Ashland, KY and has over 20 years of experience in the finance industry.

8
Jonathon W. Aggen
CRD#: 2671374
7000 W. Palmetto Park Road, Suite 210, Boca Raton, FL 33433

Jonathon Aggen (CRD# 2671374) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Boca Raton, FL and has over 5 years of experience in the finance industry.

9
Salvatore F. Agnello
CRD#: 4180547
133 Hayes Place, Centerport, NY 11721

Salvatore Agnello (CRD# 4180547) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Centerport, NY and has over 21 years of experience in the finance industry.

10
Anna Bertha Aguirre
CRD#: 2859853
1450 Plainfield Rd, Suite 2, Darien, IL 60561

Anna Bertha Aguirre (CRD# 2859853) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Darien, IL and has over 25 years of experience in the finance industry.

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