Woodward Financial Services

Woodward Financial Services (CRD# 170218) is a financial advisory firm headquartered in Mankato, MN. They manage $22,326,500 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $117,508
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
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.

MN

Financial Advisors at Woodward Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Thomas A. Woodward
CRD#: 4427334
150 St. Andrews Court, Suite 100, Mankato, MN 56001
96
Wealthminder
score

Thomas Woodward (CRD# 4427334) is an Investment Advisor Representative working at Woodward Financial Services in Mankato, MN and has over 16 years of experience in the finance industry. Thomas Woodward 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.