Woodbury Financial Services, Inc
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About this Advisor
Jason Opie is a financial advisor operating out of Marshfield, Wisconsin who has 6 years of relevant experience. Opie is an advisor for Woodbury Financial Services, Inc. Their career trajectory has included roles at Opie Accounting & Tax LLC, Woodbury Financial Services Inc and Sii Investments. Opie has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in Illinois and Wisconsin. Woodbury Financial Services, Inc is a financial advisory firm based in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It administers $19 billion in assets between its 101,950 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 184 charities and foundations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm has 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 are based on the financial services offered. However, fee types billed by Woodbury Financial Services, Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Woodbury Financial Services, Inc Brokerage Details
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
Jason Opie Work History
Jason has been registered as a financial advisor for 6 years.*
Woodbury Financial Services Inc
Opie Accounting & Tax LLC
Woodbury Financial Services Inc
*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.
Please visit the SEC profile of Jason Opie 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
Saint Paul, MN
Mount Joy, PA
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 email@example.com.
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