Dylan
Ruby

Woodbury Financial Services, Inc

CRD#7196166
Investment Advisor
in Fond Du Lac, WI

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About this Advisor

Dylan Ruby is a financial advisor based in Fond Du Lac, Wisconsin who has 3 years of industry experience. Ruby currently works for Woodbury Financial Services, Inc. Over the course of their career, Ruby has held roles at Feucht Financial Group, LLC, Fox Valley Savings Bank, South Hills Golf & Country Club, Ymca, Student and Woodbury Financial Services Inc. Ruby holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Woodbury Financial Services, Inc is an advisory company that has its headquarters in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 people on staff. It controls $19 billion in assets under management across its 101,950 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 184 charities and foundations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Woodbury Financial Services, Inc offers 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. Financial advisory fees typically vary depending on the type of services provided. However, fees billed by Woodbury Financial Services, Inc likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

N6687 Wrightway Drive
Fond Du Lac, WI 54937

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

WI Average: 157
Total Number of Accounts

101,950

WI Average: 8,262
Average Account Size

$189,097

WI 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

Dylan Ruby Work History

Dylan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Woodbury Financial Services Inc

2017 - Present (7 years)

Feucht Financial Group, LLC

2016 - 2017 (1 year)

Fox Valley Savings Bank

2016 - 2017 (1 year)

South Hills Golf & Country Club

2015 - 2017 (2 years)

Ymca

2010 - 2015 (5 years)

Student

*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 Dylan Ruby 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

Kimberly Sartor
Center, TX
Andrew Mccarville
Fort Dodge, IA
Shannon Parks
Glenwood, IA
Brock Eckman
Saint Paul, MN
Miranda Bonde
Green Bay, WI
Richard Keel
Tulsa, OK
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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