Woodbury Financial Services, Inc
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
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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.
Woodbury Financial Services
Next Financial Group Inc
Douglas Schmidt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Orchard Park, NY
Orland Park, IL
Saint Paul, MN
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 firstname.lastname@example.org.
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