Kristi
Mignano

Woodbury Financial Services, Inc

CRD#4207439
Investment Advisor
in Johnston, IA

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About this Advisor

Kristi Mignano is a financial advisor who works out of Johnston, Iowa, who has 10 years in the industry. Mignano is on the advisory team at Woodbury Financial Services, Inc. Their career trajectory has included roles at Broker Dealer Financial Services Corp, O'Malley Wealth Management Group, LLC, Woodbury Financial Services, Inc, Voya Financial Advisors, Inc and Woodbury Financial Services Inc. Mignano has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in Iowa. Woodbury Financial Services, Inc is a business that has its headquarters in Johnston, Iowa. The firm has offices in 837 locations and a total of 3,216 financial advisors. It manages $21 billion in total assets between its 91,382 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 172 charities and foundations. Of its 91,382 customer accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm 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 are based on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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, Others

Disclosures

No

Office Location

5623 Nw 86Th Street Suite 400
Johnston, IA 50131

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

IA Average: 157
Total Number of Accounts

91,382

IA Average: 8,262
Average Account Size

$233,575

IA Average: $640,173

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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

Kristi Mignano Work History

Kristi has 10 years of experience.

2020 - Present (2 years)

Woodbury Financial Services Inc

2018 - 2020 (2 years)

Voya Financial Advisors, Inc

2016 - 2018 (2 years)

Broker Dealer Financial Services Corp

2013 - 2015 (2 years)

O'Malley Wealth Management Group, LLC

2013 - 2015 (2 years)

Woodbury Financial Services, Inc

2012 - 2013 (1 year)

Broker Dealer Financial Services Corp

Disclosures

Kristi Mignano has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Anthony Frangella
Orland Park, IL
Brent Deuel
Clarkston, MI
Ian Powell
Burleson, TX
John Watson
Columbus, OH
Cresta Clawson
Carmel, IN
Michael Gluski
Fort Myers, FL
Richard Chase
Saint Paul, MN
Casey Middleton
Johnson City, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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