WOODBURY FINANCIAL SERVICES, INC.

OAKDALE, Minnesota·7 registered advisors·CRD# 421
SEC# 801-549051038800-800-2638
01

Firm Overview

AUM
$19.3B
Regulatory assets under management
Employees
3002
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WOODBURY FINANCIAL SERVICES, INC.

7 registered advisors
Amy Marie Harbort
OAKDALE, Minnesota
Brian Dennis Murphy
OAKDALE, Minnesota
Cynthia Ann Hamel
OAKDALE, Minnesota
Gary Neal Bender
OAKDALE, Minnesota
Mark Phillip Gross
OAKDALE, Minnesota
Richard David Fergesen
OAKDALE, Minnesota
Sally Hanson Bourdamis
OAKDALE, Minnesota
05

Office Locations

OAKDALE, Minnesota
7 advisors

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Data sourced from SEC Form ADV filings. WOODBURY FINANCIAL SERVICES, INC. (CRD# 421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.