Michael
Martin
Woodbury Financial Services, Inc
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About this Advisor
Michael Martin is a financial advisor based in Lees Summit, Missouri with 6 years of relevant experience. Martin is an employee of Woodbury Financial Services, Inc. The advisor has gained experience at Mike Martin & Assoc Inc, National Planning Corporation and Woodbury Financial Services Inc. Martin has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arkansas, Florida, Hawaii, Missouri, New Mexico, Texas and Virginia. Woodbury Financial Services, Inc is a financial advisory business operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 advisors. It controls $19 billion in total assets between its 101,950 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 184 charities and foundations. Of its 101,950 client accounts, just 11% belong to high-net-worth clients who have at least $1 million in investable 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 typically are based on the type of services. However, fee types billed by Woodbury Financial Services, Inc may include some combination 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
Michael Martin Work History
Michael has been registered as a financial advisor for 6 years.*
Woodbury Financial Services Inc
Mike Martin & Assoc Inc
National Planning 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 Michael Martin 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
Orland Park, IL
Center, TX
Jericho, NY
Saint Paul, MN
Sterling Heights, MI
Cameron, WI
Mount Joy, PA
Claremont, NH
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.
