Woodbury Financial Services, Inc
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About this Advisor
Esteban Munoz is a financial advisor operating out of Chino Hills, California who has 3 years of relevant experience. Munoz is on the advisory team at Woodbury Financial Services, Inc. Munoz has gained experience at Fic and Woodbury Financial Services Inc. Munoz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California and Nevada. Woodbury Financial Services, Inc is a financial advisory business headquartered in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 people on staff. It handles $19 billion in total assets across its 101,950 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 184 charities and foundations. Of its 101,950 customer accounts, just 11% are held by high-net-worth investors who have greater than $1 million in investable assets. Woodbury Financial Services, Inc performs a broad assortment 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 usually depend on which service is offered. Fee types billed by Woodbury Financial Services, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Woodbury Financial Services, Inc Brokerage Details
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
Esteban Munoz Work History
Esteban has been registered as a financial advisor for 3 years.*
Woodbury Financial Services Inc
*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.
Please visit the SEC profile of Esteban Munoz 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
Oak Creek, WI
Mount Joy, PA
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 email@example.com.
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