Windall
Lancaster

Woodbury Financial Services, Inc

CRD#2603422
Investment Advisor
in Germantown, TN

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About this Advisor

Windall Lancaster is a financial advisor operating out of Germantown, Tennessee with 17 years of industry experience. Lancaster is on the advisory team at Woodbury Financial Services, Inc. They have been an employee of Woodbury Financial Services, Inc for the entirety of their career. Lancaster holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee. Woodbury Financial Services, Inc is a business headquartered in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 advisors. It has $19 billion in total assets across its 101,950 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Woodbury Financial Services, Inc 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. Fees for financial advice depend on which services the firm provides the client. However, fee types billed by Woodbury Financial Services, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 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

9056 Corporate Gardens Drive Suite 102
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

Windall Lancaster Work History

Windall has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Woodbury Financial Services

*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 Windall Lancaster 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

Richard Keel
Tulsa, OK
Michael Kirkpatrick
Sparks, NV
Mark Wise
Sterling Heights, MI
Kimberly Sartor
Center, TX
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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