Woodbury Financial Services, Inc
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About this Advisor
Scott Wucherpfennig is a financial advisor operating out of Marshfield, Wisconsin with a total of 2 years of relevant experience. Wucherpfennig is an advisor for Woodbury Financial Services, Inc. Their career trajectory has included roles at Cetera Investment Services LLC, Foward Financial Bank, Cetera Investment Advisers LLC and Woodbury Financial Services Inc. Wucherpfennig holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Woodbury Financial Services, Inc is a business based out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 people on staff. It controls $19 billion in assets across its 101,950 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 184 charitable organizations. Of its 101,950 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business performs 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 typically depend on the services. However, fees billed by Woodbury Financial Services, Inc most likely consist of any 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
Scott Wucherpfennig Work History
Scott has been registered as a financial advisor for 2 years.*
Woodbury Financial Services Inc
Foward Financial Bank
Cetera Investment Advisers LLC
Cetera Investment Services 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 Scott Wucherpfennig 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
Sterling Heights, MI
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 firstname.lastname@example.org.
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