Erin
Gunnell

Woodbury Financial Services, Inc

CRD#4808772
Investment Advisor
in Sterling Heights, MI

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About this Advisor

Erin Gunnell is a certified financial planner working out of Sterling Heights, Michigan who has 6 years of relevant experience. Gunnell is currently employed by Woodbury Financial Services, Inc. Their career trajectory has included roles at Platinum Wealth Management, Sii Investments Inc and Woodbury Financial Services Inc. Gunnell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Woodbury Financial Services, Inc is an advisory company that has its headquarters in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It handles $19 billion in total assets between its 101,950 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 184 charitable organizations. Of its 101,950 accounts, just 11% are associated with high-net-worth investors who have more than $1 million in assets. The company has a broad 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. Financial advisory fee schedules vary depending on the financial services provided. However, fee types charged by Woodbury Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

Office Location

38600 Van Dyke Avenue Suite 230
Sterling Heights, MI 48312

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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

Erin Gunnell Work History

Erin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Woodbury Financial Services Inc

2011 - Present (13 years)

Platinum Wealth Management

2012 - 2017 (5 years)

Sii Investments Inc

*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 Erin Gunnell 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
Kimberly Sartor
Center, TX
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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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