Woodbury Financial Services, Inc
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About this Advisor
Marisa Steinbach is a financial advisor operating in Marshfield, Wisconsin, with a total of 2 years of relevant experience. Steinbach is on the advisory team at Woodbury Financial Services, Inc. Their career trajectory has included roles at Ameriprise Financial, Forward Financial Bank, Cetera Investment Services, Cetera Investment Advisers LLC and Woodbury Financial Services Inc. Steinbach has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Woodbury Financial Services, Inc is a company that has its headquarters in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 advisors. It administers $19 billion in assets between its 101,950 accounts, making it one of the biggest financial advisory firms in the United States 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 more than $1 million in assets. The firm has a wide set 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. Fees charged by financial advisors are based on which services are offered. However, fee types billed by Woodbury Financial Services, Inc may include some combination 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
Marisa Steinbach Work History
Marisa has been registered as a financial advisor for 2 years.*
Woodbury Financial Services Inc
Forward Financial Bank
Cetera Investment Services
Cetera Investment Advisers LLC
*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 Marisa Steinbach 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
Sterling Heights, MI
Mount Joy, PA
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