Gerald
Wolf

Woodbury Financial Services, Inc

CRD#1047704
Investment Advisor
in Dayton, OH

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About this Advisor

Gerald Wolf is a financial advisor operating out of Dayton, Ohio who has 24 years of relevant experience. Wolf is an advisor for Woodbury Financial Services, Inc. Their career trajectory has included roles at Fortis Investors, Inc and Gerry E Wolf Clu, Crfc Self-Employed Ins. Wolf has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Woodbury Financial Services, Inc is an advisory business that has its headquarters in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 advisors. It administers $19 billion in assets under management between its 101,950 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 184 charitable organizations. Of its 101,950 client accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business performs 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. Financial management fees vary depending on the type of financial services provided. However, fees charged by Woodbury Financial Services, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

24 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

Dayton, OH

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

OH Average: 157
Total Number of Accounts

101,950

OH Average: 8,262
Average Account Size

$189,097

OH 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

Gerald Wolf Work History

Gerald has been registered as a financial advisor for 24 years.*

1995 - Present (29 years)

Fortis Investors, Inc

1982 - Present (42 years)

Gerry E Wolf Clu, Crfc Self-Employed Ins

*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 Gerald Wolf 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

Kimberly Sartor
Center, TX
Denise Badgerow
Thibodaux, LA
Robert Lackey
Germantown, TN
Andrew Mccarville
Fort Dodge, IA
Gregory Casper
Sheboygan, WI
Christopher Simon
Mount Joy, PA
Gary Kostowski
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.

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