Woodbury Financial Services, Inc
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Woodbury Financial Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Royal Alliance Associates, Inc
Lincoln Financial Group
Richard Chase has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Orchard Park, NY
Orland Park, IL
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 firstname.lastname@example.org.
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.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.