Maxine
Christensen
Woodbury Financial Services, Inc
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About this Advisor
Maxine Christensen is a financial advisor operating in Overland Park, Kansas with a total of 1 year of industry experience. Christensen is an employee of Woodbury Financial Services, Inc. The advisor has gained experience at Rains Purinton Group, Cetera Advisors LLC, Prosperity Advisors, LLC and Woodbury Financial Services Inc. Christensen maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in Kansas. Woodbury Financial Services, Inc is a financial advisory company based out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 people on staff. It manages $19 billion in total assets across its 101,950 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% are held by high-net-worth individuals who have at least $1 million in assets. The firm performs a wide set 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 usually depend on which service is offered. However, fees billed by Woodbury Financial Services, Inc most likely include any combination 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
Maxine Christensen Work History
Maxine has been registered as a financial advisor for 1 years.*
Woodbury Financial Services Inc
Prosperity Advisors, LLC
Cetera Advisors LLC
Rains Purinton Group
*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 Maxine Christensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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