Mark
Daly
Woodbury Financial Services, Inc
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About this Advisor
Mark Daly is a financial advisor working out of Hopkins, Minnesota with a total of 2 years of relevant experience. Daly works at Woodbury Financial Services, Inc. The advisor has gained experience at Target, City Of New Hope, Sandvold Financial Group, Woodbury Financial Services Inc, University Of Minnesota, University Of Minnesota Duluth, Robbinsdale Armstrong Highschool and District 281 Schools. Daly has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Woodbury Financial Services, Inc is a registered investment firm 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 controls $19 billion in assets between its 101,950 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets. Woodbury Financial Services, Inc has 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 charged by financial advisors usually are based on which service is offered. Fees charged by Woodbury Financial Services, Inc most likely are comprised of 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
Mark Daly Work History
Mark has been registered as a financial advisor for 2 years.*
Sandvold Financial Group
Woodbury Financial Services Inc
University Of Minnesota
City Of New Hope
University Of Minnesota Duluth
City Of New Hope
Target
Robbinsdale Armstrong Highschool
District 281 Schools
*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 Mark Daly 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
Orland Park, IL
Fond Du Lac, WI
Saint Paul, MN
Thibodaux, LA
Germantown, TN
Melville, NY
Mount Joy, PA
Claremont, NH
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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