Unclaimed Profile

Amy Marie Harbort

WOODBURY FINANCIAL SERVICES, INC.·OAKDALE, Minnesota

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record12 years registeredWOODBURY FINANCIAL SERVICES, INC.

7755 3RD STREET NORTH, OAKDALE, MN 55128CRD# 4119927Firm CRD# 421

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Marie Harbort · OAKDALE, MN

Registration

CRD #4119927 · WOODBURY FINANCIAL SERVICES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

EDWARD JONES

Sep 2024 – present

WOODBURY FINANCIAL SERVICES, INC.

Jan 2014 – Sep 2023

OAKDALE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · January 22, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WOODBURY FINANCIAL SERVICES, INC.

CRD 421 · SEC 801-54905

AUM

$19.3B

Regulatory assets under management

Employees

3,002

101,950 client accounts

Services offered by WOODBURY FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WOODBURY FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Marie Harbort offer?

Amy Marie Harbort specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKDALE, Minnesota for a consultation.

What are Amy Marie Harbort's credentials?

Amy Marie Harbort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Marie Harbort located?

Amy Marie Harbort is based in OAKDALE, Minnesota, working with WOODBURY FINANCIAL SERVICES, INC.. Their office serves clients in the OAKDALE metropolitan area and surrounding communities.

How does Amy Marie Harbort charge for services?

Amy Marie Harbort's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOODBURY FINANCIAL SERVICES, INC.?

WOODBURY FINANCIAL SERVICES, INC. has approximately 3002 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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