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
Richard Armento (CRD# 1758296) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Santa Margarita, CA and has over 15 years of experience in the finance industry.
Jeffrey Artherholt (CRD# 2958522) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Tinton Falls, NJ and has over 18 years of experience in the finance industry. Jeffrey Artherholt 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.
Richard Artura (CRD# 2504420) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Seattle, WA and has over 28 years of experience in the finance industry. Richard Artura 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.
Andrew Atherton (CRD# 4208366) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Flint, MI and has over 21 years of experience in the finance industry.
Dale Austin (CRD# 3112756) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Irwin, PA and has over 15 years of experience in the finance industry.
Cody Ayres (CRD# 5152098) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Wichita, KS and has over 15 years of experience in the finance industry.
Mythili Bachu (CRD# 2653461) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Ellicott City, MD and has over 20 years of experience in the finance industry.
Katherine Badertscher (CRD# 5586994) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Stilwell, KS and has over 13 years of experience in the finance industry. Katherine Badertscher 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.
Pierre Badertscher (CRD# 4571830) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Stilwell, KS and has over 19 years of experience in the finance industry.
Denise Badgerow (CRD# 6285199) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Thibodaux, LA and has over 7 years of experience in the finance industry. Denise Badgerow 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.