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"STRATEGIC PLANNING IS WORTHLESS UNLESS THERE IS FIRST A STRATEGIC VISION."


John Naisbitt


Strength in Partnership

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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 is one of the largest networks of independent wealth management firms in the United States, serving over 5,000 advisors and overseeing more than $200 billion in client assets.

The four individual firms that comprise Advisor Group — FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, and Woodbury Financial Services, inc. — foster the spirit of entrepreneurship and independence that our advisors exemplify.

Headquartered in Phoenix, AZ, and members of FINRA and SIPC, the firm is mission-driven to support the important role that advisors can play in the lives of their clients.  For more information visit http://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/

   


     

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Check the background of this firm/advisor on FINRA’s BrokerCheck.