Morgan
Edlund
Woodbury Financial Services, Inc
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About this Advisor
Morgan Edlund is a financial advisor operating in Saint Paul, Minnesota with a total of 1 year of relevant experience. Edlund is an advisor for Woodbury Financial Services, Inc. During their career, the advisor has held roles at Ideal Credit Union, Lake Elmo Event Center, St. Croix Wealth Management, Duluth Whiskey Project, Skyview Middle School, Tartan High School, University Of Minnesota Duluth and Woodbury Financial Services Inc. Edlund has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Woodbury Financial Services, Inc is a financial advisory business that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 employees. It handles $19 billion in total assets between its 101,950 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 184 charitable organizations. Of its 101,950 client accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in assets. The business has 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. Financial management fees usually are based on which services the firm provides the client. Fees billed by Woodbury Financial Services, Inc likely include 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
Morgan Edlund Work History
Morgan has been registered as a financial advisor for 1 years.*
Woodbury Financial Services Inc
St. Croix Wealth Management
Duluth Whiskey Project
Lake Elmo Event Center
University Of Minnesota Duluth
Ideal Credit Union
Tartan High School
Skyview Middle School
*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 Morgan Edlund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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