Samantha
Schaefer

Woodbury Financial Services, Inc

CRD#6218162
Investment Advisor
in Fond Du Lac, WI

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About this Advisor

Samantha Schaefer is a financial advisor who works in Fond Du Lac, Wisconsin, who has 2 years of industry experience. Schaefer currently works for Woodbury Financial Services, Inc. Schaefer has gained experience at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Woodbury Financial Services Inc. Schaefer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Woodbury Financial Services, Inc is an advisory company based in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 advisors. It oversees $19 billion in assets among its 101,950 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. The company 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. Fees for financial advice usually vary depending on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

845 S Main St Ste 120
Fond Du Lac, WI 54935

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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

Samantha Schaefer Work History

Samantha has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Woodbury Financial Services Inc

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, 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.

Disclosures

Please visit the SEC profile of Samantha Schaefer 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
Miranda Bonde
Green Bay, WI
Brock Eckman
Saint Paul, MN
Denise Badgerow
Thibodaux, LA
Leandro Fenster
Melville, NY
Samantha Schaefer
Fond Du Lac, WI
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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