Kelly
Taillefer
Woodbury Financial Services, Inc
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About this Advisor
Kelly Taillefer is a financial advisor who works in Fond Du Lac, Wisconsin with a total of 3 years of relevant experience. Taillefer is currently employed by Woodbury Financial Services, Inc. Over the course of their career, they have held roles at Rose Bertram LLC, Friar Tucks - Progressive Investors Inc, Bank Of Oakfield, Woodbury Financial Services, Inc, National Planning Corporation, Feucht Financial Group LLC and Woodbury Financial Services Inc. Taillefer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Woodbury Financial Services, Inc is a company headquartered in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 financial advisors. It handles $19 billion in assets across its 101,950 accounts, placing it among the biggest firms in the nation 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 at least $1 million in investable assets. Woodbury Financial Services, Inc provides 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 charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Woodbury Financial Services, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Kelly Taillefer Work History
Kelly has been registered as a financial advisor for 3 years.*
Woodbury Financial Services Inc
Feucht Financial Group LLC
Friar Tucks - Progressive Investors Inc
National Planning Corporation
Rose Bertram LLC
Woodbury Financial Services, Inc
Bank Of Oakfield
*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 Kelly Taillefer 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
Jericho, NY
Fond Du Lac, WI
Glenwood, IA
Claremont, NH
Thibodaux, LA
Sterling Heights, MI
Mount Joy, PA
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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