Steven
Wilhusen

Woodbury Financial Services, Inc

CRD#3265872
Investment Advisor
in Northbrook, IL

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About this Advisor

Steven Wilhusen is a chartered financial consultant based in Northbrook, Illinois with a total of 13 years of relevant experience. Wilhusen is on the advisory team at Woodbury Financial Services, Inc. They have worked at Woodbury Financial Services, Inc for their whole career. Wilhusen maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in California, Georgia, Illinois, Indiana, Louisiana, Missouri, North Carolina, Ohio, Pennsylvania and Texas. Woodbury Financial Services, Inc is a financial advisory company operating out of Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It oversees $19 billion in assets across its 101,950 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs 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. Fees for financial management largely are based on which services the firm provides the client. Fees billed by Woodbury Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

13 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

400 Skokie Blvd Suite 550
Northbrook, IL 60062

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

IL Average: 157
Total Number of Accounts

101,950

IL Average: 8,262
Average Account Size

$189,097

IL 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

Steven Wilhusen Work History

Steven has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Woodbury Financial Services

*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 Steven Wilhusen 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

Robert Lackey
Germantown, TN
Richard Keel
Tulsa, OK
Gary Kostowski
Claremont, NH
Anthony Frangella
Orland Park, IL
Mark Wise
Sterling Heights, MI
Samantha Schaefer
Fond Du Lac, WI
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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