Cathy
Foster
Woodbury Financial Services, Inc
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About this Advisor
Cathy Foster is a financial advisor who works in Terre Haute, Indiana who has 1 year of relevant experience. Foster is on the advisory team at Woodbury Financial Services, Inc. Over the course of their career, Foster has held roles at Woodbury Financial Services Inc and Stay-At-Home-Mom. Foster maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Woodbury Financial Services, Inc is a business that has its headquarters in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It handles $19 billion in assets between its 101,950 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 184 charities and foundations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers 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 for financial advisory services usually vary depending on which services the firm provides the client. However, fees billed by Woodbury Financial Services, Inc most likely include 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
Cathy Foster Work History
Cathy has been registered as a financial advisor for 1 years.*
Woodbury Financial Services Inc
Stay-At-Home-Mom
*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 Cathy Foster 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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