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 41 - 50 of 1,446 top financial advisors.
41
David L. Bailin
CRD#: 1835995
2277 Route 33 Ste 415, Hamilton Square, NJ 08690

David Bailin (CRD# 1835995) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Hamilton Square, NJ and has over 33 years of experience in the finance industry.

42
Lawrence F. Baird
CRD#: 2165303
Ann Arbor, MI

Lawrence Baird (CRD# 2165303) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Ann Arbor, MI and has over 30 years of experience in the finance industry.

43
Dennis F. Baker
CRD#: 2180472
351 Prairie Heights Dr, Verona, WI 53593

Dennis Baker (CRD# 2180472) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Verona, WI and has over 30 years of experience in the finance industry. Dennis Baker 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.

44
Jeffrey B. Baker
CRD#: 4698851
1200 Valley West Dr, Suite 502, West Des Moines, IA 50266

Jeffrey Baker (CRD# 4698851) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in West Des Moines, IA and has over 18 years of experience in the finance industry.

45
Matthew J. Baker
CRD#: 4414494
2927 Jewett Ave, Unit 2, Highland, IN 46322

Matthew Baker (CRD# 4414494) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Highland, IN and has over 20 years of experience in the finance industry.

46
Michael R. Baker
CRD#: 3154114
Sherrills Ford, NC

Michael Baker (CRD# 3154114) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Sherrills Ford, NC and has over 23 years of experience in the finance industry. Michael Baker 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.

47
Kent A. Balch
CRD#: 2553332
3414 Peachtree Rd Ne, Ste 1120, Atlanta, GA 30326

Kent Balch (CRD# 2553332) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Atlanta, GA and has over 12 years of experience in the finance industry.

48
Richard A. Balch
CRD#: 5250902
1234 S Ridge Rd, Green Bay, WI 54304

Richard Balch (CRD# 5250902) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Green Bay, WI and has over 15 years of experience in the finance industry. Richard Balch 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.

49
Christian B. Baldree
CRD#: 5696462
925 Highland Pointe Dr, Suite 190, Roseville, CA 95678

Christian Baldree (CRD# 5696462) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Roseville, CA and has over 12 years of experience in the finance industry.

50
Travis R. Baldridge
CRD#: 4697774
119 Boone Ridge Drive, Suite 403, Johnson City, TN 37615

Travis Baldridge (CRD# 4697774) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Johnson City, TN and has over 18 years of experience in the finance industry.

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