Stephanie
Zemore

Woodbury Financial Services, Inc

CRD#4894314
Investment Advisor
in Saint Paul, MN

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About this Advisor

Stephanie Zemore is a financial advisor working in Saint Paul, Minnesota with 1 year of industry experience. Zemore is on the advisory team at Woodbury Financial Services, Inc. Their career trajectory has included roles at Financial & Tax Planning Inc, Royal Alliance Associates, Financial Planning Advisory Corp and Woodbury Financial Services. Zemore maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to work in Michigan. Woodbury Financial Services, Inc is an advisory business that has its headquarters in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 financial advisors. It oversees $19 billion in assets across its 101,950 client accounts, placing it among the biggest financial advisory firms in the country 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. Woodbury Financial Services, Inc provides a diverse assortment 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. Fees for financial advice typically vary depending on which service is offered. Fees billed by Woodbury Financial Services, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

7755 3Rd Street North
Saint Paul, MN 55128

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

MN Average: 157
Total Number of Accounts

101,950

MN Average: 8,262
Average Account Size

$189,097

MN 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

Stephanie Zemore Work History

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

2022 - Present (2 years)

Woodbury Financial Services

2009 - 2022 (13 years)

Financial Planning Advisory Corp

2005 - 2022 (17 years)

Royal Alliance Associates

2004 - 2022 (18 years)

Financial & Tax Planning 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 Stephanie Zemore 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

Brock Eckman
Saint Paul, MN
Jennifer Schmidt
Cameron, WI
Gary Kostowski
Claremont, NH
Robert Tudda
Jericho, NY
Anthony Frangella
Orland Park, IL
Mark Wise
Sterling Heights, MI
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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