Woodstock Financial Group, Inc.

Woodstock Financial Group, Inc. (CRD# 38095) is a financial advisory firm headquartered in Woodstock, GA. They manage $199,578,081 in 1,399 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1,399
    ACCOUNTS
  • Average Account Value
    $142,658
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 27 top financial advisors.
1
Richard M. Dressler
CRD#: 71923
Marietta, GA
96
Wealthminder
score

Richard Dressler (CRD# 71923) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Marietta, GA and has over 33 years of experience in the finance industry.

2
Anthony D. Branca
CRD#: 1178639
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

Anthony Branca (CRD# 1178639) 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.

3
William Bruckner
CRD#: 5754875
117 Towne Lake Parkway, Woodstock, GA 30188
93
Wealthminder
score

William Bruckner (CRD# 5754875) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 6 years of experience in the finance industry.

4
Ross E. Bruner
CRD#: 1208249
28150 N Alma School Pkwy, Ste 103-480, Scottsdale, AZ 85262
93
Wealthminder
score

Ross Bruner (CRD# 1208249) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Scottsdale, AZ and has over 34 years of experience in the finance industry.

5
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 8 years of experience in the finance industry.

6
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 24 years of experience in the finance industry.

7
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 35 years of experience in the finance industry.

8
Jeffrey J. Hardesty
CRD#: 730947
195 River Sound Lane, Dawsonville, GA 30534
93
Wealthminder
score

Jeffrey Hardesty (CRD# 730947) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Dawsonville, GA and has over 18 years of experience in the finance industry.

9
Daniel P. Herrema
CRD#: 3242316
Stuart, FL
93
Wealthminder
score

Daniel Herrema (CRD# 3242316) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Stuart, FL and has over 17 years of experience in the finance industry.

10
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 25 years of experience in the finance industry.

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