Adam
Storbakken

Woodbury Financial Services, Inc

CRD#7066385
Investment Advisor
in Hopkins, MN

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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

Series 65, Series 63

Years Registered*

2 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

Office Location

10900 Wayzata Blvd Suite 100
Hopkins, MN 55305

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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

Adam Storbakken Work History

Adam has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Woodbury Financial Services Inc

2019 - 2019 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2017 - 2019 (2 years)

30 Watt Holdings

2014 - 2017 (3 years)

Ark Management Services

2013 - 2014 (1 year)

Rogers Staining

2013 - 2017 (4 years)

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

Robert Tudda
Jericho, NY
Anthony Frangella
Orland Park, IL
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Brock Eckman
Saint Paul, MN
Denise Badgerow
Thibodaux, LA
Christopher Simon
Mount Joy, PA
Leandro Fenster
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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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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