![]() ![]() Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fees billed by Woodbury Financial Services, Inc may include asset-based, hourly and fixed fees. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars.įees for financial advice typically are based on which services the firm provides the client. ![]() Of its 101,950 customer accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets. The firm serves 184 charities and foundations. It oversees $19 billion in assets under management across its 101,950 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The company has offices in 1,038 locations and a total of 3,002 financial advisors. Woodbury Financial Services, Inc is an advisory business based in Saint Paul, MN. Weber holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Over the course of their career, they have held roles at Belke Financial Group and Woodbury Financial Services Inc. Weber is an advisor for Woodbury Financial Services, Inc. Daniel Weber is a financial advisor working out of New Holstein, Wisconsin with a total of 6 years of industry experience. ![]()
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