Douglas
Schmidt

Woodbury Financial Services, Inc

CRD#1586767
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Douglas Schmidt is a financial advisor who works out of Scottsdale, Arizona, who has been in the industry for 10 years. Schmidt is on the advisory team at Woodbury Financial Services, Inc. Throughout their career, they have worked at Next Financial Group Inc and Woodbury Financial Services. Schmidt has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California, Kentucky, Pennsylvania, South Carolina and Washington. Woodbury Financial Services, Inc is a financial advisory company based in Scottsdale, Arizona. The company has offices in 837 locations and a total of 3,216 employees. It has $21 billion in assets under management among its 91,382 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 172 charities and foundations. Of its 91,382 customer accounts, 18% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a broad range of services, including 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. Fees for financial management depend on which services the firm provides the client. Fees charged by Woodbury Financial Services, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 years

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, Others

Disclosures

No

Office Location

Scottsdale, AZ

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

AZ Average: 157
Total Number of Accounts

91,382

AZ Average: 8,262
Average Account Size

$233,575

AZ Average: $640,173

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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

Douglas Schmidt Work History

Douglas has 10 years of experience.

2019 - Present (3 years)

Woodbury Financial Services

2012 - 2019 (7 years)

Next Financial Group Inc

Disclosures

Douglas Schmidt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Matthew Ribble
Fairview, TN
Timothy Pipkens
Brighton, MI
James Teller
Orchard Park, NY
Frank Gagnon
Mirage, CA
Anthony Frangella
Orland Park, IL
Bryan Herren
Saint Paul, MN
Travis Bartsch
Riverside, CA
Deborah Nightingale
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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