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 11 - 20 of 1,445 top financial advisors.
11
Salvatore J. Albanese
CRD#: 2853475
22 Bridge Street, Suite 11, Concord, NH 03301

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.

12
James J. Alberts
CRD#: 2768576
425 Packerland Dr Ste C, Green Bay, WI 54303

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.

13
Timothy A. Alessi
CRD#: 4420979
11330 Vanstory Dr, Ste 114e, Huntersville, NC 28078

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.

14
Annette R. Alexander
CRD#: 4128137
1425 W Votaw St, Portland, IN 47371

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.

15
Ralph V. Allen
CRD#: 1472745
Syracuse, UT

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.

16
Reid L. Allen
CRD#: 2535393
508 Gibson Dr., Ste 240, Roseville, CA 95678

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.

17
David J. Allon
CRD#: 1280017
Wayne, PA

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.

18
Naj Altaf
CRD#: 2894315
2939 Olney Sandy Spring Rd, Suite A, Olney, MD 20832

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.

19
Karin D. Alvarado
CRD#: 3174177
1475 Fourth Street, Napa, CA 94559

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.

20
William G. Amos
CRD#: 4443650
Santa Rosa, CA

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.

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