Woodbury Financial Services, Inc

Investment Advisor
in Midvale, UT

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About this Advisor

Michael Sayre is a financial advisor based in Midvale, Utah, with a total of 10 years in the industry. Sayre is currently employed by Woodbury Financial Services, Inc. Throughout their career, they have worked at Hornor Townsend & Kent Inc, Qazztek Consulting, Dyno Nobel, Penn Mutual Life Ins Co, Insurance Shop LLC, The and Woodbury Financial Services Inc. Sayre maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Utah. Woodbury Financial Services, Inc is a registered investment company that has its headquarters in Midvale, Utah. It has offices in 837 locations and a total of 3,216 financial advisors. It controls $21 billion in assets across its 91,382 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 172 charitable organizations. Of its 91,382 accounts, 18% are held by high-net-worth individuals who have more than $1 million in investable assets. Woodbury Financial Services, Inc provides a wide array 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 charged by financial advisors vary depending on the financial services. Fees billed by Woodbury Financial Services, Inc can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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, Others



Office Location

7730 S Union Park Ave Suite 250
Midvale, UT 84047

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


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


UT Average: 157
Total Number of Accounts


UT Average: 8,262
Average Account Size


UT Average: $640,173

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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

Michael Sayre Work History

Michael has 10 years of experience.

2017 - Present (5 years)

Woodbury Financial Services Inc

2016 - Present (6 years)

Insurance Shop LLC, The

2013 - Present (9 years)

Penn Mutual Life Ins Co

2013 - 2017 (4 years)

Hornor Townsend & Kent Inc

2012 - 2013 (1 year)

Qazztek Consulting

2012 - 2013 (1 year)

Dyno Nobel


Michael Sayre has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Michael Sayre
Midvale, UT
Andrew Rosner
Carlsbad, CA
Justin Getts
Meriden, CT
Scott Chapman
Colchester, CT
Deborah Nightingale
Colorado Springs, CO
John Watson
Columbus, OH
Amir Arbabi
San Juan Capistrano, CA
Dwight Lee
Long Beach, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.

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