


Woodbury Financial Services
Financial Services • Oakdale, Minnesota, United States • 201-500 Employees
Company overview
| Headquarters | 7755 3rd St N, Oakdale, Minnesota, US |
| Phone number | +18008002638 |
| Websites | |
| NAICS | 52 |
| Employees | 201-500 |
| Socials |
Key Contacts at Woodbury Financial Services
Rex Ritchie
Director Advanced Markets & Qualified Plans
Julie Pedersen
Director, Field Technology
Miriam Lippmann
Director Of Client Engagement
Shannon Doyle
Director, Advisor Selection
Mary Blanchard
Portfolio Program Director
Miriam Lippmann
Director Of Client Engagement
Suzanne Ruza
Assistant Director
Hal Vincent
Owner
Robbyn Katz
Director Advisor Selection
Craig Moore
Ceo
Woodbury Financial Services Email Formats
Woodbury Financial Services uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@woodburyfinancial.net), used 47.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@woodburyfinancial.net | 47.8% |
{first initial}.{last name} | j.doe@woodburyfinancial.com | 17.3% |
{first name} | john@woodburyfinancial.net | 13% |
{last name}{last name} | doedoe@woodburyfinancial.net | 8.7% |
About Woodbury Financial Services
Woodbury Financial Services is an independent broker-dealer, employing 200 home office professionals who serve 1,200 independent representatives. While the name Woodbury has been gaining industry prominence for 11 years, the roots of the company date back to 1910. Woodbury’s relationship-based, entrepreneurial model allows representatives greater flexibility and choice to utilize our services and expand their practice to align with their business goals. Our ultimate measure of success is the satisfaction and loyalty of our representatives. As a result, our reps have voted us three-time Broker-Dealer of the Year, which reflects their confidence in Woodbury as a leader in the financial services industry. Visit the Services tab for information on affiliating with Woodbury as a representative or a producer group; and how to explore Home Office employment opportunities. Member FINRA, SIPC and Registered Investment Advisor. PO Box 64284, St. Paul, MN 55164 (800) 800-2638 FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Privacy Policy: https://www.woodburyfinancial.com/pdf/Online_Privacy_Policy.pdf Social Media Disclosure: http://joinwoodbury.com/disclosures/socialmedia
Woodbury Financial Services revenue & valuation
| Annual revenue | $3,522,578 |
| Revenue per employee | $15,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Woodbury Financial Services has 111 employees across 7 departments.
Departments
Number of employees
Funding Data
Woodbury Financial Services has never raised funding before.
Woodbury Financial Services Tech Stack
Discover the technologies and tools that power Woodbury Financial Services's digital infrastructure, from frameworks to analytics platforms.
Miscellaneous
JavaScript frameworks
Security
Marketing automation
JavaScript frameworks
Miscellaneous
Security
JavaScript libraries
CDN
Miscellaneous
Analytics
Frequently asked questions
4.8
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