Woodbury Financial Services, Inc
About this Advisor
Brett Brennan is a certified financial planner based in Lees Summit, Missouri, with 12 years of professional experience. Brennan currently works for Woodbury Financial Services, Inc. The advisor has gained experience at Mike Martin Financial Group, National Planning Corporation and Woodbury Financial Services Inc. Brennan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Woodbury Financial Services, Inc is a financial advisory business that has its headquarters in Lees Summit, Missouri. The firm has offices in 837 locations and a total of 3,216 people on staff. It administers $21 billion in assets under management among its 91,382 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 172 charitable organizations. Of its 91,382 client accounts, 18% are associated with high-net-worth investors who have greater than $1 million in investable assets. Woodbury Financial Services, Inc provides 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. A financial advisor's fees usually depend on which service is provided. However, fee types charged by Woodbury Financial Services, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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
Brett Brennan Work History
Brett has 12 years of experience.
Woodbury Financial Services Inc
Mike Martin Financial Group
National Planning Corporation
Brett Brennan has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Long Beach, CA
Saint Paul, MN
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.