Anthony
Frangella

Woodbury Financial Services, Inc

CRD#6188807
Investment Advisor
in Orland Park, IL

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About this Advisor

Anthony Frangella is a financial advisor who works in Orland Park, Illinois, with 10 years of experience as a financial advisor. Frangella is on the advisory team at Woodbury Financial Services, Inc. Over the course of their career, Frangella has held roles at Rutkowski And Associates and Woodbury Financial Services, Inc. Frangella holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Illinois and Texas. Woodbury Financial Services, Inc is an advisory company based out of Orland Park, Illinois. The company has offices in 837 locations and a total of 3,216 financial advisors. It controls $21 billion in assets across its 91,382 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 172 charitable organizations. Of its 91,382 accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides 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 management fees typically vary depending on which services are offered. Fee types charged by Woodbury Financial Services, Inc can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

16620 S 107Th Ct
Orland Park, IL 60467

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

IL Average: 157
Total Number of Accounts

91,382

IL Average: 8,262
Average Account Size

$233,575

IL 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

Anthony Frangella Work History

Anthony has 10 years of experience.

2013 - Present (9 years)

Rutkowski And Associates

2013 - Present (9 years)

Woodbury Financial Services, Inc

Disclosures

Anthony Frangella has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Frank Anderson
Macon, GA
Brent Deuel
Clarkston, MI
Cresta Clawson
Carmel, IN
Anthony Frangella
Orland Park, IL
David Paulson
Tulsa, OK
Anoput Phimmasone
Reston, VA
Mona Corbett
Carlsbad, CA
Schuyler Howe
Charlotte, NC

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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

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