Woodbury Financial Services, Inc
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About this Advisor
Richard Chase is a financial advisor working in Saint Paul, Minnesota, who has 5 years of relevant experience. Chase is currently employed by Woodbury Financial Services, Inc. Over the course of their career, Chase has held roles at Lincoln Financial Group, Jhfn Sii and Royal Alliance Associates, Inc. Chase has a Series 66 license, qualifying 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 firm operating out of Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 employees. It manages $19 billion in assets across its 101,950 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Woodbury Financial Services, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
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Woodbury Financial Services, Inc Brokerage Details
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 been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Lincoln Financial Group
*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.
Please visit the SEC profile of Richard Chase 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
Sterling Heights, MI
Saint Paul, MN
Mount Joy, PA
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 email@example.com.
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