Strength in Partnership
Who is Woodbury Financial?
Our broker-dealer, Woodbury Financial Services, Inc. is an independent wealth management firm that provides us with back office, technology, regulatory, and operational support. Founded in 1968, Woodbury is driven by a strong philosophy that independence is the key to fulfilling sound investment decisions. Our affiliation with the firm empowers us to put your interests first.
Woodbury is part of one of the nation’s largest networks of independent financial advisors and a Registered Investment Advisor, member FINRA and SIPC. Woodbury is supported by Advisor Group, one of the largest independent wealth management networks in the industry. The firm has more than 1,200 affiliated independent financial advisors with over $39 billion in assets under advisement.
Headquartered in Oakdale, MN. Woodbury employs a client-driven approach focused on meeting the unique demands of businesses and individuals. For more information visit https://www.woodburyfinancial.com/.
Who is Advisor Group?
Advisor Group, Inc. is the nation’s largest network of independent wealth management firms, serving approximately 11,300 financial professionals and overseeing over $450 billion in client assets.
The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Securities and investment advisory services are offered through its affiliated broker-dealers: FSC Securities Corporation; Royal Alliance Associates, Inc.; SagePoint Financial, Inc.; Woodbury Financial Services, Inc.; Securities America, Inc.; Triad Advisors, LLC.; Investacorp, Inc.; KMS Financial Services, Inc.; and Securities Service Network, LLC, members FINRA and SIPC, and Registered Investment Advisers.
Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial professionals and is committed to being in their corner every step of the way. For more information, visit https://www.advisorgroup.com.
Who is Pershing?
For your protection, your brokerage account assets are held at our clearing firm, Pershing LLC, a completely separate and independent entity.
Pershing (member FINRA, NYSE, and SIPC), is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank.
Pershing is a leading provider of global financial services to institutions, corporations, and high-net-worth individuals, and custodies $1.7 trillion in global client assets. * (Pershing LLC & it’s global affiliates, 9/30/17). For more information visit https://www.pershing.com/.