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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.