Evan
Ocepek

Woodbury Financial Services, Inc

CRD#5843334
Investment Advisor
in Cypress, CA

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About this Advisor

Evan Ocepek is a certified financial planner based out of Cypress, California, with a total of 12 years of work experience. Ocepek currently works for Woodbury Financial Services, Inc. Ocepek has gained experience at Western International Securities, Inc and Woodbury Financial Services Inc. Ocepek maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Georgia. Woodbury Financial Services, Inc is a financial advisory firm headquartered in Cypress, California. The investment advisory business has offices in 837 locations and a total of 3,216 financial advisors. It controls $21 billion in total assets across its 91,382 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 172 charitable organizations. Of its 91,382 client accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business 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. Fees for financial management largely depend on which services the firm provides the client. However, fee types billed by Woodbury Financial Services, Inc likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 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

5665 Plaza Drive Suite 350
Cypress, CA 90630

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

CA Average: 157
Total Number of Accounts

91,382

CA Average: 8,262
Average Account Size

$233,575

CA 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

Evan Ocepek Work History

Evan has 12 years of experience.

2020 - Present (2 years)

Woodbury Financial Services Inc

2010 - 2020 (10 years)

Western International Securities, Inc

Disclosures

Evan Ocepek has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jeri Barrientos
Tulsa, OK
Tamara Frattarelli
Saint Paul, MN
Michael Sayre
Midvale, UT
Grant Messner
Lees Summit, MO
John Watson
Columbus, OH
Nicolas Wildman
Vienna, OH
Scott Chapman
Colchester, CT
Bradley Ober
Saint Paul, MN

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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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