Steven
Conkin

Woodbury Financial Services, Inc

CRD#3230634
Investment Advisor
in Edmond, OK

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About this Advisor

Steven Conkin is a certified financial planner working out of Edmond, Oklahoma who has 6 years of industry experience. Conkin currently works for Woodbury Financial Services, Inc. Conkin has gained experience at Conkin Financial Group Ii, Inc, Voya Financial Advisors, Ing Financial Partners, Inc, Woodbury Financial Services Inc and Conkin Financial Group, Inc. Conkin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oklahoma and Texas. Woodbury Financial Services, Inc is a firm operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It manages $19 billion in total assets between its 101,950 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 184 charitable organizations. Of its 101,950 customer accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets. The business 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 largely depend on which services the firm provides the client. However, fees billed by Woodbury Financial Services, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

1616 E 19Th Street Suite 404
Edmond, OK 73013

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

OK Average: 157
Total Number of Accounts

101,950

OK Average: 8,262
Average Account Size

$189,097

OK 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

Steven Conkin Work History

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

2017 - Present (7 years)

Woodbury Financial Services Inc

2011 - Present (13 years)

Conkin Financial Group, Inc

2014 - 2017 (3 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2004 - 2017 (13 years)

Conkin Financial Group Ii, Inc

*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 Steven Conkin 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
Kimberly Sartor
Center, TX
Denise Badgerow
Thibodaux, LA
Anthony Frangella
Orland Park, IL
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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