Dawne
Ferland
Woodstock Wealth Management, Inc
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About this Advisor
Dawne Ferland is a financial advisor who works out of Union, Kentucky with a total of 5 years of relevant experience. Ferland is an employee of Woodstock Wealth Management, Inc. Over the course of their career, they have held roles at Woodstock Financial Group and Woodstock Wealth Management, Inc. Ferland maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Kentucky, Missouri, Ohio, Rhode Island and Texas. Woodstock Wealth Management, Inc is a financial advisory company based in Woodstock, GA. The company has offices in 21 locations and a total of 28 people on staff. It handles $419 million in assets between its 2,239 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 2,239 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees depend on the type of services. However, fee types charged by Woodstock Wealth Management, Inc can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$418,827,117
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28
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2,239
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$187,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Dawne Ferland Work History
Dawne has been registered as a financial advisor for 5 years.*
Woodstock Wealth Management, Inc
Woodstock Financial 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 Dawne Ferland 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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Woodstock, GA
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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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