Michael
Wisniewski

Woodbury Financial Services, Inc

CRD#2718207
Investment Advisor
in Monroe, MI

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About this Advisor

Michael Wisniewski is a financial advisor based in Monroe, Michigan, with a total of 18 years of financial industry experience. Wisniewski is on the advisory team at Woodbury Financial Services, Inc. Their career trajectory has included roles at Woodbury Financial Services Inc and Sii Investments, Inc. Wisniewski has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Michigan, Pennsylvania and Rhode Island. Woodbury Financial Services, Inc is an advisory company that has its headquarters in Monroe, Michigan. The firm has offices in 834 locations and a total of 2,257 advisors. It oversees $12 billion in assets between its 58,629 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 139 charities and foundations. Of its 58,629 client accounts, 16% are associated with high-net-worth clients who have greater than $1 million in investable assets. Woodbury Financial Services, Inc provides a broad set 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 typically are based on the services offered. However, fee types billed by Woodbury Financial Services, Inc can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

18 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

Michael Wisniewski Work History

Michael has 18 years of experience.

2017 - Present (4 years)

Woodbury Financial Services Inc

2002 - 2017 (15 years)

Sii Investments, Inc

Disclosures

Michael Wisniewski 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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