Teresa
Steele

Woodbury Financial Services, Inc

CRD#2420180
Investment Advisor
in Independence, MO

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About this Advisor

Teresa Steele is a financial advisor working out of Independence, Missouri who has 6 years of relevant experience. Steele is on the advisory team at Woodbury Financial Services, Inc. During their career, the advisor has held roles at Woodbury Financial Services Inc, Lpl Financial Corporation, National Planning Corporation and Evans & Steele Financial LLC. Steele maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Woodbury Financial Services, Inc is a financial advisory business based out of Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 financial advisors. It manages $19 billion in assets between its 101,950 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 184 charities and foundations. Of its 101,950 accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a wide set 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. Financial advisory fee schedules are based on which service is offered. Fees billed by Woodbury Financial Services, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Office Location

14810 E 42Nd Street Suite 150
Independence, MO 64055

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

MO Average: 157
Total Number of Accounts

101,950

MO Average: 8,262
Average Account Size

$189,097

MO Average: $640,173

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

Teresa Steele Work History

Teresa has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Woodbury Financial Services Inc

1994 - Present (30 years)

Evans & Steele Financial LLC

2015 - 2017 (2 years)

National Planning Corporation

2009 - 2015 (6 years)

Lpl Financial Corporation

*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 Teresa Steele 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

Robert Lackey
Germantown, TN
Richard Keel
Tulsa, OK
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Samantha Schaefer
Fond Du Lac, WI
Jennifer Schmidt
Cameron, WI
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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 profile-compliance@smartasset.com.

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

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