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Woodbury is a Minnesota-based investment advisory firm that provides services such as wealth management and financial planning for businesses...

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Woodbury is a Minnesota-based investment advisory firm that provides services such as wealth management and financial planning for businesses...

Read more
Est. Annual Revenue
$25-100M
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Est. Employees
250-500
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Funding
$0

News

Aug 12, 2021
InvestmentNews
Woodbury Financial Services: Woodbury, Hartford on hook after stepson steals from stepdad
Apr 30, 2021
The DI Wire
Woodbury Financial Services: Advisor Group's Woodbury Financial Recruits $257 Million Team
Oct 01, 2020
Wealth Adviser
Woodbury Financial Services: Advisor Group and Woodbury Financial mark two-year anniversary of Capital One advisory unit acquisition
May 18, 2020
The DI Wire
Woodbury Financial Services: Woodbury Recruits Two Brokers in Succession Plan Merger Transaction
Feb 06, 2020
StreetInsider
Press Release: Woodbury Financial Services : Woodbury Financial Services And Affiliated Producer Group GCG Wealth Management Announce Recruitment Of Brinkley Financial Group
Oct 01, 2019
PR Newswire
Press Release: Woodbury Financial Services : Woodbury Financial Services And Affiliated Producer Group GCG Wealth Management Announce Recruitment Of Five Advisors With $330 Million In Client Assets
Mar 05, 2019
PR Newswire
Press Release: Woodbury Financial Services : Advisor Group's Woodbury Financial Successfully Completes Transition of over 400 Questar Financial Advisors with $12.2 Billion in Assets Under Administration
Mar 05, 2019
Financial Planning
Woodbury Financial Services: Advisor Group IBD grows to 1,600 reps in latest insurance pullback
Oct 11, 2018
StreetInsider
Press Release: Woodbury Financial Services : Advisor Group's Woodbury Financial Selected as the Preferred Affiliation Partner for Questar Advisors
Mar 04, 2014
BUSINESS WIRE
Press Release: Woodbury Financial Services : Woodbury Financial Names Rick Fergesen President and CEO

Woodbury Financial Services Competitors

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Woodbury Financial Services News

Woodbury Financial Services Press Releases

Woodbury Financial Services Headquarters

7755 3rd Street North

Oakdale, Minnesota55128

1-888-388-7773

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Woodbury Financial Services Summary

ABOUT

Overview

Woodbury is a Minnesota-based investment advisory firm that provides services such as wealth management and financial planning for businesses. Woodbury Financial Services was founded in 1968. Woodbury Financial Services' headquarters is located in Oak...

CEO

Woodbury Financial Services's President & CEO, Rick Fergesen, currently has an approval rating of 85%. Woodbury Financial Services's primary competitors are SagePoint, Avantax & Aspiriant.

Acquisitions

There have been no acquisitions found related to Woodbury Financial Services

Funding

Funding data cannot be found related to Woodbury Financial Services

Investments

Recent investment data cannot be found related to Woodbury Financial Services

Frequently Asked Questions about Woodbury Financial Services

  1. When was Woodbury Financial Services founded?

    Woodbury Financial Services was founded in 1968
  2. Who is Woodbury Financial Services's CEO?

    Woodbury Financial Services's CEO is Rick Fergesen
  3. How much revenue does Woodbury Financial Services generate?

    Woodbury Financial Services generates $34.9M in revenue
  4. How much funding does Woodbury Financial Services have?

    Woodbury Financial Services has historically raised $0 in funding
  1. Where is Woodbury Financial Services's headquarters?

    Woodbury Financial Services's headquarters is in Oakdale Minnesota, USA
  2. How many employees does Woodbury Financial Services have?

    Woodbury Financial Services has 350 employees
  3. What sector does Woodbury Financial Services operate in?

    Woodbury Financial Services is in Investment Banking and Securities
  4. Who are Woodbury Financial Services's competitors?

    Woodbury Financial Services's top competitors are SagePoint, Avantax, Aspiriant

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