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A partner that's in your corner

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Our Mission

We’ve got the people, expertise and passion to help you succeed.

At Woodbury Financial, we are committed to your practice and to helping you define and achieve success on your terms. We empower individuals and offices to become exactly what they envision.

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About Us

When you choose a firm to work with, you are making an investment. Not only a monetary investment of affiliation costs, but an investment of time and effort. At Woodbury Financial, our goal is to deliver a better return on that investment than any other wealth management firm in the industry.

Unique Regional Support

We provide Regional Vice Presidents who work closely with advisors from the time they consider joining us and then throughout their careers. RVPs bring the firm’s entire resources to advisors to help them succeed.

Home Office OSJ

Woodbury Financial acts as a home office OSJ. This relieves you of much of the regulatory burden and eliminates your need to be Series 24 licensed.

Comprehensive tools and support

As part of one of the nation’s largest independent advisor networks, we provide the technology, marketing, practice management, and investment solutions you need to grow your business.

Insurance expertise

True believers in holistic financial planning, we have industry-leading expertise in financial protection and guaranteed income solutions – a seemingly lost art at many other firms today.

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Our Edge

Being in your corner also means backing you up with the tools, platforms, and strategies to build your business and serve your clients. It also means always striving to get better at what we do.

Connect authentically with every client through MyCMO

The marketing platform that makes it possible to personalize and scale your communications, campaigns, and more.

Find the right partner with MySuccessionPlan

A comprehensive succession planning platform that addresses the biggest challenge in our industry.

Access a wealth of resources with Ops Portal

Your one-stop hub for content, admin, and trending insights.

Simplifying the Account Opening Experience

eQuipt® provides an online paperless account opening process, reducing administrative time for advisors and enhancing a client’s onboarding experience.

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A premier presence
Strength and scale with Advisor Group

Woodbury Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 7,000 affiliated advisors. Our structure allows us to invest significant resources across our network, so advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.

Ready for an Extraordinary Partnership?

Contact us

General Inquiries:
(800) 800-2638

Advisor Selection:
(888) 388-7773

7755 3rd Street North
Oakdale, MN 55128

If you are an existing financial advisor interested in joining our firm, please complete the form below. All information is confidential.