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Home > Retirement Planners > minnesota > oakdale > WOODBURY FINANCIAL SERVICES, INC.
WOODBURY FINANCIAL SERVICES, INC.
7755 3rd Street North
Oakdale, Minnesota 55128
Tel: 800-800-2638
About WOODBURY FINANCIAL SERVICES, INC.
WOODBURY FINANCIAL SERVICES, INC, formally registered with the SEC as WOODBURY FINANCIAL SERVICES, INC. The firm was established in 09/19/1997. They have over 1039 offices throughout the country.
WOODBURY FINANCIAL SERVICES, INC. is a Oakdale, Minnesota based Financial Planning firm with nearly $19,278,448,046 assets under management, offering retirement planning & investment advisory services to 101950 clients. The firm is staffed with 3002 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 421 |
| SEC# | 801-54905 |
| Assets Managed by Firm | $19,278,448,046 |
| No. of Clients | 101950 |
| No. of Advisors | 3002 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 101950 | $19,278,448,046 |
| Individuals (other than high net worth individuals) | 62216 | $11,306,303,369 |
| High net worth individuals | 7424 | $7,237,741,649 |
| Pension and profit sharing plans | 121 | $88,923,871 |
| Charitable organizations | 184 | $119,781,982 |
| Corporations or other businesses | 424 | $525,697,175 |
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|---|---|---|---|
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