Adam
Steenblock

Woodbury Financial Services, Inc

CRD#5286818
Investment Advisor
in Waterloo, IA

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About this Advisor

Adam Steenblock is a certified financial planner who works in Waterloo, Iowa, who has 6 years of relevant experience. Steenblock works at Woodbury Financial Services, Inc. Their career trajectory has included roles at North Iowa Golf, Sii Investments, Inc, Monat Financial Services and Woodbury Financial Services Inc. Steenblock has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Florida, Illinois, Iowa, Minnesota and Texas. Woodbury Financial Services, Inc is a business that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 people on staff. It administers $19 billion in total assets across its 101,950 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 184 charitable organizations. Of its 101,950 client accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in investable assets. Woodbury Financial Services, Inc has a diverse 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. Financial management fee schedules usually are based on which services the firm provides the client. Fees charged by Woodbury Financial Services, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

978 Home Plaza Suite 400
Waterloo, IA 50701

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

IA Average: 157
Total Number of Accounts

101,950

IA Average: 8,262
Average Account Size

$189,097

IA 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

Adam Steenblock Work History

Adam has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Woodbury Financial Services Inc

2007 - Present (17 years)

Monat Financial Services

1996 - Present (28 years)

North Iowa Golf

2007 - 2017 (10 years)

Sii Investments, Inc

*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 Adam Steenblock 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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