Unclaimed Profile

Sally Hanson Bourdamis

WOODBURY FINANCIAL SERVICES, INC.·OAKDALE, Minnesota

SIE, Series 7, Series 8, Series 24, Series 63, Series 65, Series 99TOClean record22 years registeredWOODBURY FINANCIAL SERVICES, INC.

7755 3RD STREET NORTH, OAKDALE, MN 55128CRD# 1812157Firm CRD# 421

Profile Verification

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

Identity

Sally Hanson Bourdamis · OAKDALE, MN

Registration

CRD #1812157 · WOODBURY FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WOODBURY FINANCIAL SERVICES, INC.

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Jul 2015 – Dec 2024

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Dec 2011 – Aug 2014

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FSC SECURITIES CORPORATION

Oct 2009 – Aug 2014

ATLANTA, GA

SAGEPOINT FINANCIAL, INC.

Oct 2005 – Aug 2014

PHOENIX, AZ

SUNAMERICA SECURITIES, INC.

Dec 2003 – Oct 2005

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · December 12, 2003

Years registered · 22

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 Sally Hanson Bourdamis offer?

Sally Hanson Bourdamis specializes in Financial Planning, Investment Management, Wealth Management.

What are Sally Hanson Bourdamis's credentials?

Sally Hanson Bourdamis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sally Hanson Bourdamis located?

Sally Hanson Bourdamis is based in OAKDALE, Minnesota, last registered with WOODBURY FINANCIAL SERVICES, INC..

How does Sally Hanson Bourdamis charge for services?

Sally Hanson Bourdamis'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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