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).
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Total Assets Under Management21,345MILLION
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Total Number of Accounts91,382ACCOUNTS
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Average Account Value$233,575
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Salvatore Albanese (CRD# 2853475) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Concord, NH and has over 25 years of experience in the finance industry.
James Alberts (CRD# 2768576) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Green Bay, WI and has over 25 years of experience in the finance industry.
Timothy Alessi (CRD# 4420979) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Huntersville, NC and has over 20 years of experience in the finance industry.
Annette Alexander (CRD# 4128137) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Portland, IN and has over 22 years of experience in the finance industry.
Ralph Allen (CRD# 1472745) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Syracuse, UT and has over 34 years of experience in the finance industry.
Reid Allen (CRD# 2535393) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Roseville, CA and has over 27 years of experience in the finance industry. Reid Allen 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.
David Allon (CRD# 1280017) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Wayne, PA and has over 23 years of experience in the finance industry.
Naj Altaf (CRD# 2894315) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Olney, MD and has over 24 years of experience in the finance industry.
Karin Alvarado (CRD# 3174177) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Napa, CA and has over 21 years of experience in the finance industry.
William Amos (CRD# 4443650) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Santa Rosa, CA and has over 20 years of experience in the finance industry.