Operational Support
Woodbury and Advisor Group provide your financial professional with back office, technology, regulatory and operational support to help manage your investment account.
For Clients
SEC Share Class SettlementWho We Are
Our mission is to help your financial professional serve your financial needs by providing them with tools and resources to manage your account and develop appropriate investment solutions based on your goals.
Woodbury Financial Services is a wealth management firm owned by Advisor Group Holdings, Inc. Your financial professional is affiliated with Woodbury. The firm is regulated by FINRA and the SEC.
How We Support Your Financial Professional
Your financial professional is supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind — your success.
Investment Support
Through our firm, your financial professional can offer you access to thousands of diverse financial strategies. We are not in the business of creating and marketing our own investment products. This allows your financial professional to offer objective investment advice.
Clearing Support
We provide your financial advisor with clearing services through Pershing (a Bank of New York Mellon Company). A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.
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About Woodbury Financial
One of the nation’s leading wealth management firms, Woodbury has been helping financial professionals service the investment needs of their clients for more than 50 years.
1968
Established
Oakdale, MN
Headquarters
Rick Fergesen
President & CEO
$74.2 billion
Total Client Assets Under Administration
1,506
Number of Financial Professionals
8.4 years
Average Affiliation