Woodbury Financial Services, Inc

Investment Advisor
in Lees Summit, MO

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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

12 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



Office Location

3640 Ne Ralph Powell Road
Lees Summit, MO 64064

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


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


MO Average: 157
Total Number of Accounts


MO Average: 8,262
Average Account Size


MO 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

Brett Brennan Work History

Brett has 12 years of experience.

2017 - Present (5 years)

Woodbury Financial Services Inc

2010 - Present (12 years)

Mike Martin Financial Group

2011 - 2017 (6 years)

National Planning Corporation


Brett Brennan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Brent Deuel
Clarkston, MI
Dwight Lee
Long Beach, CA
Frank Gagnon
Mirage, CA
Bradley Ober
Saint Paul, MN
Michael Martin
Brandon, FL
Nathan Warren
Collierville, TN
Cresta Clawson
Carmel, IN
Michael Sayre
Midvale, UT

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 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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