Walter
Deehring
Woodbury Financial Services, Inc
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About this Advisor
Walter Deehring is a financial advisor working out of Peoria, Illinois with a total of 3 years of relevant experience. Deehring is on the advisory team at Woodbury Financial Services, Inc. Deehring has gained experience at Abacus Marketing Inc (Incorp 7/2002), Woodbury Financial Services, Abacus Risk Management Service LLC, Lion Street Financial, LLC, Lion Street Advisors, LLC and Woodbury Financial Services Inc. Deehring maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Woodbury Financial Services, Inc is a registered investment firm that has its headquarters in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 advisors. It administers $19 billion in assets across its 101,950 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 184 charities and foundations. Of its 101,950 customer accounts, just 11% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm 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. Fees for financial advice usually depend on which service is provided. Fees billed by Woodbury Financial Services, Inc most likely are comprised of some combination of 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
Walter Deehring Work History
Walter has been registered as a financial advisor for 3 years.*
Woodbury Financial Services Inc
Abacus Risk Management Service LLC
Abacus Marketing Inc (Incorp 7/2002)
Lion Street Financial, LLC
Lion Street Advisors, LLC
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 Walter Deehring 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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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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