Stephen
Strong

Woodbury Financial Services, Inc

CRD#2055830
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Stephen Strong is a financial advisor working out of Colorado Springs, Colorado who has 3 years of industry experience. Strong is an advisor for Woodbury Financial Services, Inc. Throughout their career, Strong has worked at H & R Block Financial Advisors, Inc, Sky High LLC, Ameriprise Financial Services, Inc, Metlife Securities, Mml Investors Services, LLC and Woodbury Financial Services Inc. Strong holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, South Carolina and Texas. Woodbury Financial Services, Inc is a firm operating out of Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It has $19 billion in total assets among its 101,950 accounts, making it one of 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 greater than $1 million in assets available to invest. Woodbury Financial Services, Inc offers a broad assortment 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 depend on which service is provided. Fee types charged by Woodbury Financial Services, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Office Location

201 E Las Animas Street Suite 111
Colorado Springs, CO 80903

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

CO Average: 157
Total Number of Accounts

101,950

CO Average: 8,262
Average Account Size

$189,097

CO Average: $640,173

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

Stephen Strong Work History

Stephen has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Woodbury Financial Services Inc

2017 - 2020 (3 years)

Mml Investors Services, LLC

2015 - 2017 (2 years)

Metlife Securities

2009 - 2015 (6 years)

Ameriprise Financial Services, Inc

2003 - 2015 (12 years)

Sky High LLC

1992 - 2015 (23 years)

H & R Block Financial Advisors, 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.

Disclosures

Please visit the SEC profile of Stephen Strong 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

Samantha Schaefer
Fond Du Lac, WI
Miranda Bonde
Green Bay, WI
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
Jennifer Schmidt
Cameron, WI
Kimberly Sartor
Center, TX
Christopher Simon
Mount Joy, PA
Brock Eckman
Saint Paul, MN

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

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