Robert
Lackey

Woodbury Financial Services, Inc

CRD#6116686
Investment Advisor
in Germantown, TN

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About this Advisor

Robert Lackey is a financial advisor based in Germantown, Tennessee, with a total of 6 years of industry experience. Lackey works at Woodbury Financial Services, Inc. During their career, the advisor has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Securian Financial Services Inc, Minnesota Life Insurance Co, Shoemaker Financial and Woodbury Financial Services Inc. Lackey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee 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 people on staff. It manages $19 billion in assets under management among its 101,950 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 184 charitable organizations. Of its 101,950 client accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has 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 fee schedules usually depend on which service is provided. Fee types charged by Woodbury Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

9061 Stone Walk Place
Germantown, TN 38138

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

TN Average: 157
Total Number of Accounts

101,950

TN Average: 8,262
Average Account Size

$189,097

TN 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

Robert Lackey Work History

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

2017 - Present (7 years)

Woodbury Financial Services Inc

2015 - Present (9 years)

Minnesota Life Insurance Co

2015 - Present (9 years)

Shoemaker Financial

2015 - 2017 (2 years)

Securian Financial Services Inc

2013 - 2014 (1 year)

Thrivent Investment Management Inc

2013 - 2014 (1 year)

Thrivent Financial For Lutherans

*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 Robert Lackey 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

Brock Eckman
Saint Paul, MN
Robert Lackey
Germantown, TN
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
Denise Badgerow
Thibodaux, LA
Anthony Frangella
Orland Park, IL
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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