Stephanie
Thompson
Woodbury Financial Services, Inc
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About this Advisor
Stephanie Thompson is a financial advisor based in Lombard, Illinois who has 6 years of relevant experience. Thompson is currently employed by Woodbury Financial Services, Inc. Their career trajectory has included roles at Metlife Securities Inc, Mml Investors Services, LLC and Woodbury Financial Services Inc. Thompson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois and Texas. Woodbury Financial Services, Inc is a registered investment business that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 people on staff. It controls $19 billion in assets across its 101,950 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets. The firm has a diverse set 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. Fees charged by financial advisors largely are based on which services are offered. However, fee types charged 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
Stephanie Thompson Work History
Stephanie has been registered as a financial advisor for 6 years.*
Woodbury Financial Services Inc
Mml Investors Services, LLC
Metlife Securities 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 Stephanie Thompson 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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