Woodstock Financial Group, Inc.

Woodstock Financial Group, Inc. (CRD# 38095) is a financial advisory firm headquartered in Woodstock, GA. They manage $210,735,403 in 1,694 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    1,694
    ACCOUNTS
  • Average Account Value
    $124,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Woodstock Financial Group, Inc.
Showing 1 - 10 of 30 top financial advisors.
1
Ross E. Bruner
CRD#: 1208249
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

Ross Bruner (CRD# 1208249) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 36 years of experience in the finance industry.

2
Paul M. Cerrato
CRD#: 5471327
Hingham, MA
93
Wealthminder
score

Paul Cerrato (CRD# 5471327) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Hingham, MA and has over 10 years of experience in the finance industry.

3
John M. Evans
CRD#: 2252414
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

John Evans (CRD# 2252414) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 25 years of experience in the finance industry.

4
Emma G. Godbee
CRD#: 717018
117 Towne Lake Parkway, Suite 200, Woodstock, GA 30188
93
Wealthminder
score

Emma Godbee (CRD# 717018) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 37 years of experience in the finance industry.

5
Jeffrey J. Hardesty
CRD#: 730947
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

Jeffrey Hardesty (CRD# 730947) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 19 years of experience in the finance industry.

6
Daniel P. Herrema
CRD#: 3242316
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

Daniel Herrema (CRD# 3242316) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 18 years of experience in the finance industry.

7
Daniel T. McHugh
CRD#: 328278
Annapolis, MD
93
Wealthminder
score

Daniel McHugh (CRD# 328278) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Annapolis, MD and has over 33 years of experience in the finance industry.

8
Marjorie E. Netkin
CRD#: 1192921
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

Marjorie Netkin (CRD# 1192921) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 26 years of experience in the finance industry.

9
John D. Pettigrew
CRD#: 5279371
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

John Pettigrew (CRD# 5279371) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 11 years of experience in the finance industry.

10
Jeanne S. Snowhite
CRD#: 5509199
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

Jeanne Snowhite (CRD# 5509199) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 10 years of experience in the finance industry.

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