Broker Check
Who 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.

Operational Support

Woodbury and Advisor Group provide your financial professional with back office, technology, regulatory and operational support to help manage your investment account.

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.

Login to your account

Use the link below to login and access your investment accounts carried with Pershing, LLC.

Woodbury Financial partners with many financial institutions. If you are unsure which financial institution your account or policy is carried with, contact your financial representative.

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.


Oakdale, MN


Rick Fergesen

President & CEO

$60.1 billion

Total Client Assets Under Administration


Number of Financial Professionals

8 years

Average Affiliation