Woodbury Financial Services, Inc
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
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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.
Woodbury Financial Services Inc
Sii Investments, Inc
Michael Wisniewski has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Villa Rica, GA
El Cajon, CA
Saint Peters, MO
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.