Elizabeth
Miller

Woodbury Financial Services, Inc

CRD#6033689
Investment Advisor
in Carmel, IN

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About this Advisor

Elizabeth Miller is a financial advisor who works in Carmel, Indiana, with 3 years of relevant experience. Miller currently works for Woodbury Financial Services, Inc. Throughout their career, they have worked at Financial Partners Group, LLC and Woodbury Financial Services Inc. Miller holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Woodbury Financial Services, Inc is a registered investment firm that has its headquarters in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It oversees $19 billion in assets between its 101,950 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 184 charities and foundations. Of its 101,950 customer accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. The company offers a number of services, including 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. A financial advisor's fees typically vary depending on the services. Fee types charged by Woodbury Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

571 Monon Blvd. Ste. 150
Carmel, IN 46032

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

IN Average: 157
Total Number of Accounts

101,950

IN Average: 8,262
Average Account Size

$189,097

IN 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

Elizabeth Miller Work History

Elizabeth has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Woodbury Financial Services Inc

2012 - Present (12 years)

Financial Partners Group, LLC

*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 Elizabeth Miller 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

Denise Badgerow
Thibodaux, LA
Mark Wise
Sterling Heights, MI
Gary Kostowski
Claremont, NH
Brock Eckman
Saint Paul, MN
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
Christopher Simon
Mount Joy, PA
Shannon Parks
Glenwood, IA

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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