Woodbury Financial Services, Inc., headquartered in Oakdale, MN, is a prominent national investment advisory firm. With 3,002 employees, they have established themselves as a leading player in the financial services industry. A substantial portion of their workforce, 1,373 employees, specializes in offering expert investment advisory services. Woodbury Financial Services, Inc. boasts an impressive average of approximately $1,283,780,000 in assets under management per investment advisor, surpassing the industry average.
The company's compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, commissions, and performance-based fees. Their comprehensive approach enables them to cater to a wide range of client needs effectively. Woodbury Financial Services, Inc. serves a vast client base, with over 62,220 individual clients entrusting them with their financial management. The company manages a staggering $19,278,448,000 in assets, and nearly half of these assets are derived from employer 401Ks or individual accounts, showcasing their extensive experience and proficiency in this field.
Notably, 84% of the assets managed by Woodbury Financial Services, Inc. are discretionary, signifying the level of trust placed in their expertise. In addition to investment advisory services, the company also operates as an insurance broker or agent, providing clients with comprehensive financial solutions.
With a network of 1,039 offices, Woodbury Financial Services, Inc. maintains a robust presence nationwide. The firm prides itself on its team of seasoned advisors, including long-standing professionals like Lisa Lee, Todd Lively, and Steven Pipkin. Their experience and expertise contribute to the company's excellent reputation in the financial services industry. Woodbury Financial Services, Inc. stands as a trusted partner for individuals and organizations seeking comprehensive investment advisory and insurance brokerage services.