Shelly
Malone-Howe
Woodbury Financial Services, Inc
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About this Advisor
Shelly Malone-Howe is a financial advisor based in Saint Paul, Minnesota with a total of 1 year of industry experience. Malone-Howe is an advisor for Woodbury Financial Services, Inc. Throughout their career, they have worked at Nationwide Financial, Nationwide, Homemaker, Allstate Insurance Co, The Malone Group, Transamerica Financial Advisor, World Financial Group, Humana, Liberty Mutual and Advisor Group. Malone-Howe has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Tennessee. Woodbury Financial Services, Inc is an advisory company operating out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 advisors. It administers $19 billion in total assets among its 101,950 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 184 charitable organizations. Of its 101,950 client accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company 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. Financial advisory fees usually are based on which service is offered. Fee types billed by Woodbury Financial Services, Inc can include 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
$19,278,448,046
3,002
101,950
$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
Shelly Malone-Howe Work History
Shelly has been registered as a financial advisor for 1 years.*
Advisor Group
The Malone Group
Transamerica Financial Advisor
World Financial Group
Humana
Liberty Mutual
Nationwide Financial
Homemaker
Allstate Insurance Co
Nationwide
*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 Shelly Malone-Howe 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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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 profile-compliance@smartasset.com.
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