Kaden
Mcclintock
Woodbury Financial Services, Inc
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About this Advisor
Kaden Mcclintock is a financial advisor based in Fort Dodge, Iowa who has 4 years of industry experience. Mcclintock is an advisor for Woodbury Financial Services, Inc. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Campustown, Northwestern Mutual, Jensen Builder'S LTD, Kingland Systems Corporation, St. Edmond Catholic School, Wartburg College, Iowa Central Community College, Iowa State University and Woodbury Financial Services Inc. Mcclintock maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Iowa. Woodbury Financial Services, Inc is a registered investment business operating out of Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 advisors. It handles $19 billion in assets under management among its 101,950 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 184 charitable organizations. Of its 101,950 client accounts, just 11% belong to high-net-worth investors who have at least $1 million in investable assets. The firm provides a diverse range 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. Fees charged by financial advisors typically are based on which services are provided. However, fees charged by Woodbury Financial Services, Inc likely are comprised 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
Kaden Mcclintock Work History
Kaden has been registered as a financial advisor for 4 years.*
Woodbury Financial Services Inc
Ameriprise Financial Services, Inc
Campustown
Northwestern Mutual
Jensen Builder'S LTD
Kingland Systems Corporation
Jensen Builder'S LTD
Iowa Central Community College
Iowa State University
Wartburg College
St. Edmond Catholic School
*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 Kaden Mcclintock 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
Thibodaux, LA
Center, TX
Claremont, NH
Saint Paul, MN
Germantown, TN
Cameron, WI
Mount Joy, PA
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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