Devin
Kind

Woodbury Financial Services, Inc

CRD#7338370
Investment Advisor
in Brighton, MI

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About this Advisor

Devin Kind is a financial advisor based in Brighton, Michigan who has 1 year of industry experience. Kind works at Woodbury Financial Services, Inc. Kind has gained experience at Clear Strategy, Brighton Barbers, Applebees, Gus'S Carry Out and Woodbury Financial Services Inc. Kind maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Woodbury Financial Services, Inc is a financial advisory business headquartered in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 people on staff. It administers $19 billion in assets between its 101,950 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 184 charities and foundations. Of its 101,950 accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets. Woodbury Financial Services, Inc provides a diverse assortment of services, including 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 are based on which services the firm provides the client. Fee types billed by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

403 E Grand River Ave
Brighton, MI 48116

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

MI Average: 157
Total Number of Accounts

101,950

MI Average: 8,262
Average Account Size

$189,097

MI Average: $640,173

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

Devin Kind Work History

Devin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Woodbury Financial Services Inc

2021 - Present (3 years)

Clear Strategy

2015 - 2021 (6 years)

Brighton Barbers

2014 - 2014 (< 1 year)

Applebees

2013 - 2014 (1 year)

Applebees

2010 - 2015 (5 years)

Gus'S Carry Out

*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 Devin Kind 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 Woodbury Financial Services, Inc

Denise Badgerow
Thibodaux, LA
Richard Keel
Tulsa, OK
Gary Kostowski
Claremont, NH
Brock Eckman
Saint Paul, MN
Samantha Schaefer
Fond Du Lac, WI
Jennifer Schmidt
Cameron, WI
Christopher Simon
Mount Joy, PA
Shannon Parks
Glenwood, IA

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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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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