Jordan
Seegert

Woodbury Financial Services, Inc

CRD#5469662
Investment Advisor
in Monroe, MI

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About this Advisor

Jordan Seegert is a financial advisor working out of Monroe, Michigan, who has 11 years of experience as a financial advisor. Seegert is currently employed by Woodbury Financial Services, Inc. Their career trajectory has included roles at Sii Investments, Inc and Woodbury Financial Services Inc. Seegert has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan and Texas. Woodbury Financial Services, Inc is a registered investment business operating out of Monroe, Michigan. The company has offices in 834 locations and a total of 2,257 financial advisors. It manages $12 billion in assets among its 58,629 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 139 charities and foundations. Of its 58,629 accounts, 16% belong to high-net-worth investors who have at least $1 million in assets. The business has a number 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 charged by financial advisors are based on the financial services provided. However, fees charged by Woodbury Financial Services, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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, Commissions

Disclosures

No

Office Location

3554 S Custer Rd
Monroe, MI 48161

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

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

2,257

MI Average: 157
Total Number of Accounts

58,629

MI Average: 8,262
Average Account Size

$198,109

MI Average: $640,173

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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

Jordan Seegert Work History

Jordan has 11 years of experience.

2017 - Present (4 years)

Woodbury Financial Services Inc

2009 - 2017 (8 years)

Sii Investments, Inc

Disclosures

Jordan Seegert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

David Thompson
Villa Rica, GA
Jon Moores
Dallas, TX
Daryl Bush
Biloxi, MS
Colin Figueroa
Cresskill, NJ
Kevin Appelbaum
El Cajon, CA
Leandro Fenster
Melville, NY
Gary Scott
Saint Peters, MO
Patrick Twiest
Huntersville, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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