Unclaimed Profile

Mark Phillip Gross

WOODBURY FINANCIAL SERVICES, INC.·OAKDALE, Minnesota

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record19 years registeredWOODBURY FINANCIAL SERVICES, INC.

7755 3RD STREET NORTH, OAKDALE, MN 55128CRD# 1917516Firm CRD# 421

Profile Verification

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

Identity

Mark Phillip Gross · OAKDALE, MN

Registration

CRD #1917516 · WOODBURY FINANCIAL SERVICES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

May 2010 – present

SAGEPOINT FINANCIAL, INC.

Dec 2011 – Sep 2023

PHOENIX, AZ

FSC SECURITIES CORPORATION

Jul 2007 – Nov 2023

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · July 20, 2007

Years registered · 19

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

Speak with Mark Phillip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark Phillip is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OAKDALE?

Browse all registered financial advisors in OAKDALE, Minnesota or claim this profile if it's yours.

Browse OAKDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Phillip Gross offer?

Mark Phillip Gross specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKDALE, Minnesota for a consultation.

What are Mark Phillip Gross's credentials?

Mark Phillip Gross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Phillip Gross located?

Mark Phillip Gross 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 Mark Phillip Gross charge for services?

Mark Phillip Gross'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →