Michael
Martin

Woodbury Financial Services, Inc

CRD#6451838
Investment Advisor
in Brandon, FL

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About this Advisor

Michael Martin is a financial advisor operating out of Brandon, Florida with 7 years of industry experience. Martin is an advisor for Woodbury Financial Services, Inc. Throughout their career, Martin has worked at Stalwart Concepts, Inc, Valiant, Inc, Total Resource Financial and Woodbury Financial Services Inc. Martin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Georgia. Woodbury Financial Services, Inc is an advisory company that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 employees. It manages $19 billion in assets between its 101,950 accounts, making it one of the largest firms in the country by assets under management. The firm advises 184 charities and foundations. Of its 101,950 accounts, just 11% belong to high-net-worth investors who have more than $1 million in investable assets. Woodbury Financial Services, Inc offers a broad range 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 management fee schedules typically are based on the services offered. Fees billed by Woodbury Financial Services, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

350 Robertson Street Suite 200
Brandon, FL 33511

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

FL Average: 157
Total Number of Accounts

101,950

FL Average: 8,262
Average Account Size

$189,097

FL 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

Michael Martin Work History

Michael has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Woodbury Financial Services Inc

2013 - Present (11 years)

Total Resource Financial

2013 - 2013 (< 1 year)

Valiant, Inc

2012 - 2013 (1 year)

Stalwart Concepts, 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 Michael Martin 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

Anthony Frangella
Orland Park, IL
Kimberly Sartor
Center, TX
Gary Kostowski
Claremont, NH
Brock Eckman
Saint Paul, MN
Robert Lackey
Germantown, TN
Mark Wise
Sterling Heights, MI
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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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