Matthew
Fiske
Woodbury Financial Services, Inc
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About this Advisor
Matthew Fiske is a financial advisor operating in Hopkins, Minnesota who has 4 years of industry experience. Fiske is on the advisory team at Woodbury Financial Services, Inc. Over the course of their career, they have held roles at American Financial Marketing, Questar Capital Corporation, Sandvold Financial Group, Questar Asset Management and Woodbury Financial Services, Inc. Fiske has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota and Texas. Woodbury Financial Services, Inc is a firm that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It handles $19 billion in assets between its 101,950 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 184 charitable organizations. Of its 101,950 customer accounts, just 11% are held by high-net-worth clients who have greater than $1 million in investable assets. Woodbury Financial Services, Inc has a diverse array 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 charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc can include some 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
Matthew Fiske Work History
Matthew has been registered as a financial advisor for 4 years.*
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Sandvold Financial Group
Questar Capital Corporation
Questar Asset Management
American Financial Marketing
*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 Matthew Fiske 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
Kingston, NY
Silver Spring, MD
Claremont, NH
Thibodaux, LA
Waynesville, NC
Hopkins, MN
Mount Joy, PA
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.
