Bruck
Henne

Woodbury Financial Services, Inc

CRD#7097716
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Bruck Henne is a financial advisor who works out of Scottsdale, Arizona with a total of 1 year of industry experience. Henne is currently employed by Woodbury Financial Services, Inc. Their career trajectory has included roles at All Saints Episcopal Day School/ Brophy College Prep (Student), University Of Mississippi (Student), Northwestern Mutual, The Brooks Companies, Henne Financial Group and Woodbury Financial Services Inc. Henne has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Woodbury Financial Services, Inc is a firm operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 advisors. It controls $19 billion in assets under management among its 101,950 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 184 charitable organizations. Of its 101,950 client accounts, just 11% are held by high-net-worth investors who have greater than $1 million in investable assets. The company 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. Financial advisory fee schedules typically vary depending on which service is offered. However, fees charged by Woodbury Financial Services, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6991 E Camelback Road Suite D-300
Scottsdale, AZ 85251

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

AZ Average: $5,289,111,388
Total Number of Employees

3,002

AZ Average: 157
Total Number of Accounts

101,950

AZ Average: 8,262
Average Account Size

$189,097

AZ Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bruck Henne Work History

Bruck has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Woodbury Financial Services Inc

2020 - Present (4 years)

Henne Financial Group

2019 - 2020 (1 year)

Northwestern Mutual

2018 - 2018 (< 1 year)

The Brooks Companies

2016 - 2020 (4 years)

University Of Mississippi (Student)

2011 - 2016 (5 years)

All Saints Episcopal Day School/ Brophy College Prep (Student)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bruck Henne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodbury Financial Services, Inc

Denise Badgerow
Thibodaux, LA
Kimberly Sartor
Center, TX
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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