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Richard David Fergesen

WOODBURY FINANCIAL SERVICES, INC.·OAKDALE, Minnesota
SIE, Series 7, Series 24, Series 27, Series 62, Series 99TOClean recordWOODBURY FINANCIAL SERVICES, INC.
7755 3RD STREET NORTH, OAKDALE, MN 55128CRD# 717938Firm CRD# 421

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard David Fergesen · OAKDALE, MN
Registration
CRD #717938 · WOODBURY FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 62
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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. →
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04

Frequently Asked Questions

What services does Richard David Fergesen offer?
Richard David Fergesen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKDALE, Minnesota for a consultation.
What are Richard David Fergesen's credentials?
Richard David Fergesen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard David Fergesen located?
Richard David Fergesen 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 Richard David Fergesen charge for services?
Richard David Fergesen'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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Other Advisors at WOODBURY FINANCIAL SERVICES, INC.

Sally Hanson Bourdamis
OAKDALE, MN
Gary Neal Bender
OAKDALE, MN
Amy Marie Harbort
OAKDALE, MN
Cynthia Ann Hamel
OAKDALE, MN
Mark Phillip Gross
OAKDALE, MN

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