Geoffrey
Koepp

Woodbury Financial Services, Inc

CRD#4897127
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Geoffrey Koepp is a financial advisor based out of Austin, Texas with 14 years of relevant experience. Koepp works at Woodbury Financial Services, Inc. They have been an employee of Woodbury Financial Services, Inc for the entirety of their career. Koepp holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Washington. Woodbury Financial Services, Inc is a firm headquartered in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 advisors. It administers $19 billion in assets across its 101,950 accounts, placing it among the biggest financial advisory firms in the nation 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 company offers a wide range 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. A financial advisor's fee schedules depend on the financial services provided. Fees charged by Woodbury Financial Services, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

14 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

6101 West Courtyard Dr Bldg 3 Ste 125
Austin, TX 78730

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

TX Average: 157
Total Number of Accounts

101,950

TX Average: 8,262
Average Account Size

$189,097

TX 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

Geoffrey Koepp Work History

Geoffrey has been registered as a financial advisor for 14 years.*

2009 - Present (15 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 Geoffrey Koepp 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started