Michael
Bean

Woodbury Financial Services, Inc

CRD#4699841
Investment Advisor
in Atlanta, GA

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About this Advisor

Michael Bean is a financial advisor who works in Atlanta, Georgia who has 4 years of relevant experience. Bean is an employee of Woodbury Financial Services, Inc. Their career trajectory has included roles at Questar Capital Corp, Woodbury Financial Services, Inc and Questar Asset Management. Bean has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Georgia and Texas. Woodbury Financial Services, Inc is a financial advisory business headquartered in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 advisors. It has $19 billion in assets under management among its 101,950 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 184 charitable organizations. Of its 101,950 accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in assets. Woodbury Financial Services, Inc 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. A financial advisor's fee schedules usually are based on the financial services. However, fee types charged by Woodbury Financial Services, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

6190 Powers Ferry Road Suite 230
Atlanta, GA 30339

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

GA Average: 157
Total Number of Accounts

101,950

GA Average: 8,262
Average Account Size

$189,097

GA 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 Bean Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Woodbury Financial Services, Inc

2019 - Present (5 years)

Woodbury Financial Services, Inc

2007 - 2019 (12 years)

Questar Capital Corp

2007 - 2019 (12 years)

Questar Asset Management

*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 Bean 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

Denise Badgerow
Thibodaux, LA
Miranda Bonde
Green Bay, WI
Robert Tudda
Jericho, NY
Brock Eckman
Saint Paul, MN
Anthony Frangella
Orland Park, IL
Jennifer Schmidt
Cameron, WI
Christopher Simon
Mount Joy, PA
Gary Kostowski
Claremont, NH

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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