Michael
Ryan

Woodbury Financial Services, Inc

CRD#2380297
Investment Advisor
in Minneapolis, MN

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About this Advisor

Michael Ryan is a financial advisor operating in Minneapolis, Minnesota who has 9 years of relevant experience. Ryan currently works for Woodbury Financial Services, Inc. They have spent all of their employment at Woodbury Financial Services, Inc. Ryan has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Minnesota. Woodbury Financial Services, Inc is a business that has its headquarters in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It handles $19 billion in assets under management across its 101,950 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 184 charitable organizations. Of its 101,950 client accounts, just 11% are associated with high-net-worth investors who have at least $1 million in investable assets. Woodbury Financial Services, Inc provides a wide assortment 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. Financial advisory fee schedules are based on which services are offered. However, fee types billed by Woodbury Financial Services, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

7400 Metro Blvd Ste 100-6
Minneapolis, MN 55439

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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

Michael Ryan Work History

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

2009 - Present (15 years)

Woodbury Financial Services, 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 Michael Ryan 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

Brock Eckman
Saint Paul, MN
Jennifer Schmidt
Cameron, WI
Gary Kostowski
Claremont, NH
Robert Tudda
Jericho, NY
Anthony Frangella
Orland Park, IL
Mark Wise
Sterling Heights, MI
Christopher Simon
Mount Joy, PA
Shannon Parks
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.

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