Neal
Rouch

Woodbury Financial Services, Inc

CRD#1569123
Investment Advisor
in Kokomo, IN

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About this Advisor

Neal Rouch is a chartered financial consultant working out of Kokomo, Indiana with a total of 4 years of relevant experience. Rouch currently works for Woodbury Financial Services, Inc. Their career trajectory has included roles at Self, Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Rouch has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Indiana. Woodbury Financial Services, Inc is a registered investment firm based in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 people on staff. It oversees $19 billion in total assets between its 101,950 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Woodbury Financial Services, Inc offers a number 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 vary depending on which services are offered. Fees charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

4 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

407 S Berkley Road
Kokomo, IN 46901

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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

Neal Rouch Work History

Neal has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Woodbury Financial Services, Inc

2019 - Present (5 years)

Woodbury Financial Services, Inc

1982 - Present (42 years)

Self

2015 - 2019 (4 years)

Questar Asset Management

2006 - 2019 (13 years)

Questar Capital Corporation

*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 Neal Rouch 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

Brock Eckman
Saint Paul, MN
Tyler Davidson
Overland Park, KS
Gary Kostowski
Claremont, NH
Robert Tudda
Jericho, NY
Denise Badgerow
Thibodaux, LA
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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