Laura
Ingram

Woodbury Financial Services, Inc

CRD#5809177
Investment Advisor
in Fond Du Lac, WI

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About this Advisor

Laura Ingram is a certified financial planner based in Fond Du Lac, Wisconsin with 6 years of relevant experience. Ingram is an advisor for Woodbury Financial Services, Inc. During their career, the advisor has held roles at Woodbury Financial Services Inc, National Planning Corporation and Feucht Financial Group. Ingram has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Wisconsin. Woodbury Financial Services, Inc is a financial advisory firm that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 advisors. It administers $19 billion in assets between its 101,950 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Woodbury Financial Services, Inc 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 depend on the financial services offered. However, fees billed by Woodbury Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

Laura Ingram Work History

Laura has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Woodbury Financial Services Inc

2010 - Present (14 years)

Feucht Financial Group

2010 - 2017 (7 years)

National Planning Corporation

*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 Laura Ingram 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

Anthony Frangella
Orland Park, IL
Samantha Schaefer
Fond Du Lac, WI
Robert Tudda
Jericho, NY
Denise Badgerow
Thibodaux, LA
Robert Lackey
Germantown, TN
Mark Wise
Sterling Heights, MI
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.

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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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