Samuel
Bjellos
Woodbury Financial Services, Inc
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About this Advisor
Samuel Bjellos is a financial advisor who works in Saint Paul, Minnesota, who has 6 years of industry experience. Bjellos is currently employed by Woodbury Financial Services, Inc. They have spent their complete time as a financial advisor at Woodbury Financial Services, Inc. Bjellos maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Minnesota. Woodbury Financial Services, Inc is a financial advisory company based out of Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 advisors. It controls $19 billion in assets under management across its 101,950 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 184 charities and foundations. Of its 101,950 client accounts, just 11% are held by high-net-worth clients who have at least $1 million in assets. Woodbury Financial Services, Inc performs 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 usually vary depending 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
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
Samuel Bjellos Work History
Samuel has been registered as a financial advisor for 6 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 Samuel Bjellos 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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