Leah
Woodly
Advisornet Wealth Partners
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About this Advisor
Leah Woodly is a financial advisor based out of Frederick, Maryland with a total of 1 year of industry experience. Woodly currently works for Advisornet Wealth Partners. Woodly has gained experience at Advisornet Wealth Management, Jacobs, Greater Mt. Calvary Holy Church, Jonathan Bulman (Lincoln Financial Group), Dorval & Chorne Financial Advisors and Bechtel Corporation. Woodly holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Maryland. Advisornet Wealth Partners is an advisory company operating out of Hopkins, MN. The firm has offices in 49 locations and a total of 123 advisors. It has $3 billion in assets among its 10,189 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 10,189 accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Advisornet Wealth Partners offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Advisornet Wealth Partners most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisornet Wealth Partners Brokerage Details
$2,563,915,015
123
10,189
$251,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Leah Woodly Work History
Leah has been registered as a financial advisor for 1 years.*
Advisornet Wealth Management
Dorval & Chorne Financial Advisors
Jacobs
Greater Mt. Calvary Holy Church
Jonathan Bulman (Lincoln Financial Group)
Bechtel Corporation
*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 Leah Woodly 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 Advisornet Wealth Partners
Hopkins, MN
Saint Paul, MN
Hopkins, MN
Hopkins, MN
Saint Paul, MN
Hopkins, MN
Hopkins, MN
Saint Paul, MN
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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