Todd
Desberg
Woodbury Financial Services, Inc
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About this Advisor
Todd Desberg is a financial advisor operating in Scottsdale, Arizona with 4 years of industry experience. Desberg works at Woodbury Financial Services, Inc. During their career, Desberg has held roles at First Financial Equity Corporation and Woodbury Financial Services Inc. Desberg holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Wyoming. Woodbury Financial Services, Inc is an advisory company operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 employees. It controls $19 billion in total assets across its 101,950 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc performs 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 charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Woodbury Financial Services, Inc most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$19,278,448,046
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,002
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101,950
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$189,097
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
Todd Desberg Work History
Todd has been registered as a financial advisor for 4 years.*
Woodbury Financial Services Inc
First Financial Equity Corporation
*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 Todd Desberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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