Adam
Storbakken
Woodbury Financial Services, Inc
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About this Advisor
Adam Storbakken is a financial advisor based out of Hopkins, Minnesota who has 2 years of industry experience. Storbakken is an advisor for Woodbury Financial Services, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, 30 Watt Holdings, Ark Management Services, Rogers Staining, Rasmussen College, Bank Of America, N.A and Woodbury Financial Services Inc. Storbakken maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Woodbury Financial Services, Inc is a registered investment firm that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 people on staff. It has $19 billion in assets under management among its 101,950 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 184 charities and foundations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides 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 for financial advice are based on which service is offered. Fees charged by Woodbury Financial Services, Inc may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Adam Storbakken Work History
Adam has been registered as a financial advisor for 2 years.*
Woodbury Financial Services Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
30 Watt Holdings
Ark Management Services
Rogers Staining
Rasmussen College
*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 Adam Storbakken 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
Jericho, NY
Orland Park, IL
Glenwood, IA
Claremont, NH
Saint Paul, MN
Thibodaux, LA
Mount Joy, PA
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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