Brian
Honn

Woodbury Financial Services, Inc

CRD#2202015
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brian Honn is a financial advisor operating in Minneapolis, Minnesota who has 9 years of relevant experience. Honn works at Woodbury Financial Services, Inc. Over the course of their career, they have held roles at H Design Salon, Inc and Woodbury Financial Services, Inc. Honn maintains a Series 63 license, designating them as a securities representative, and is approved to operate in Minnesota. Woodbury Financial Services, Inc is a financial advisory firm operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 advisors. It controls $19 billion in assets among its 101,950 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 184 charities and foundations. Of its 101,950 client accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number 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. A financial advisor's fee schedules depend on which service is offered. However, fee types billed by Woodbury Financial Services, Inc may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

9 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

3034 Lyndale Ave S
Minneapolis, MN 55408

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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

Brian Honn Work History

Brian has been registered as a financial advisor for 9 years.*

2010 - Present (14 years)

Woodbury Financial Services, Inc

2004 - Present (20 years)

H Design Salon, 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 Brian Honn 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

Donald Savaglia
Oak Creek, WI
Stephen Mohyla
Fairfax, VA
Shannon Parks
Glenwood, IA
Barbara Blas
Kingston, NY
Mark Boxman
Waynesville, NC
Verena Ruiz
Greensboro, NC
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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