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 21 - 30 of 1,446 top financial advisors.
21
Kevin J. Anderson
CRD#: 5019300
Saint Petersburg, FL

Kevin Anderson (CRD# 5019300) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Saint Petersburg, FL and has over 15 years of experience in the finance industry.

22
Mitchell S. Anderson
CRD#: 5679688
315 Central Ave, Faribault, MN 55021

Mitchell Anderson (CRD# 5679688) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Faribault, MN and has over 13 years of experience in the finance industry.

23
Nathan S. Anderson
CRD#: 5260534
608 Tully Court, Mckinney, TX 75071

Nathan Anderson (CRD# 5260534) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Mckinney, TX and has over 12 years of experience in the finance industry.

24
Theresa L. Anderson
CRD#: 1389596
7755 3rd Street North, Oakdale, MN 55128

Theresa Anderson (CRD# 1389596) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 35 years of experience in the finance industry.

25
William J. Andrew
CRD#: 6046057
4810 N Prospect Road, Peoria Heights, IL 61616

William Andrew (CRD# 6046057) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Peoria Heights, IL and has over 10 years of experience in the finance industry.

26
Kenneth C. Annaloro
CRD#: 5977424
Capistrano Beach, CA

Kenneth Annaloro (CRD# 5977424) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Capistrano Beach, CA and has over 10 years of experience in the finance industry.

27
Kevin J. Appelbaum
CRD#: 2732809
El Cajon, CA

Kevin Appelbaum (CRD# 2732809) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in El Cajon, CA and has over 25 years of experience in the finance industry.

28
Amir Arbabi
CRD#: 4914192
San Juan Capistrano, CA

Amir Arbabi (CRD# 4914192) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.

29
Jeffrey J. Arburn
CRD#: 1475817
880 E Campbell Avenue, Suite 206, Campbell, CA 95008

Jeffrey Arburn (CRD# 1475817) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Campbell, CA and has over 35 years of experience in the finance industry.

30
Richard L. Argotsinger
CRD#: 1514971
Highlands Ranch, CO

Richard Argotsinger (CRD# 1514971) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Highlands Ranch, CO and has over 27 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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