Woodbury Financial Services, Inc

Investment Advisor
in Ames, IA
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About this Advisor

Richard Smith is a financial advisor whose office is in Ames, Iowa. Currently a registered investment advisor with Woodbury Financial Services, Inc, Smith has 11 years of practice as a registered advisor. Smith maintains Series 63 and Series 66 licenses, certifying them as a securities broker. Smith is able to work with customers in Iowa. Smith has worked their career at Woodbury Financial Services, Inc. Woodbury Financial Services, Inc is headquartered in Ames, Iowa, and operates out of 590 brick-and-mortar locations in the country. As a firm, Woodbury Financial Services, Inc manages $7 billion in assets throughout 36,076 accounts and retains more than 1,945 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 13,010 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Woodbury Financial Services, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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, Commissions



Office Location

311 Lincoln Way Suite 2
Ames, IA 50010

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


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


IA Average: 157
Total Number of Accounts


IA Average: 8,262
Average Account Size


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

Richard Smith Work History

Richard has 11 years of experience.

2007 - Present (12 years)

Woodbury Financial Services


Richard Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jennifer Erdmann
San Diego, CA
Todd Jasperson
Saint Paul, MN
Anthony Macaluso
Manhasset, NY
Maynur Karluk
Reston, VA
Chad Tevlin
Saint Paul, MN
Christopher Herkert
Bellingham, WA
Derrek Gaspard
New Orleans, LA
Larry Macy
Mckinney, TX

This content was compiled from the SEC and FINRA.

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