Richard
Chase

Woodbury Financial Services, Inc

CRD#6274457
Investment Advisor
in Saint Paul, MN

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About this Advisor

Richard Chase is a financial advisor who works out of Saint Paul, Minnesota, with a total of 10 years in the industry. Chase is on the advisory team at Woodbury Financial Services, Inc. The advisor has gained experience at Lincoln Financial Group, Jhfn Sii and Royal Alliance Associates, Inc. Chase holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Woodbury Financial Services, Inc is a financial advisory business that has its headquarters in Saint Paul, Minnesota. The company has offices in 837 locations and a total of 3,216 financial advisors. It controls $21 billion in assets between its 91,382 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 172 charitable organizations. Of its 91,382 accounts, 18% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number 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 largely depend on the type of financial services offered. However, fee types billed by Woodbury Financial Services, Inc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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, Others

Disclosures

No

Office Location

7755 3Rd Street North
Saint Paul, MN 55128

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

MN Average: $5,289,111,388
Total Number of Employees

3,216

MN Average: 157
Total Number of Accounts

91,382

MN Average: 8,262
Average Account Size

$233,575

MN Average: $640,173

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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

Richard Chase Work History

Richard has 10 years of experience.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Jhfn Sii

2013 - 2016 (3 years)

Lincoln Financial Group

Disclosures

Richard Chase has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Frank Gagnon
Mirage, CA
James Teller
Orchard Park, NY
Nicolas Wildman
Vienna, OH
Frank Anderson
Macon, GA
Justin Getts
Meriden, CT
Anoput Phimmasone
Reston, VA
Anthony Frangella
Orland Park, IL
Christopher Butler
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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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