Woodbury Financial Services Overview

  • Year Founded
  • 1968

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 1,200

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 5

Woodbury Financial Services General Information

Description

Provider of wealth management services based in Oakdale, Minnesota. The company acts as an independent broker-dealer offering securities selling, investment advisory, retirement planning and portfolio management services to clients.

Contact Information

Formerly Known As
Fortis Investors
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Brokerage
Corporate Office
  • 7755 3rd Street North
  • Oakdale, MN 55128
  • United States
+1 (800) 000-0000

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Woodbury Financial Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Woodbury Financial Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management services based in Oakdale, Minnesota. The company acts as an independent broker-dealer off
Asset Management
Oakdale, MN
1,200 As of 2018
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000000&0

000 00

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000000000
San Diego, CA
0000 As of 0000
000.00
000000000 00 000.00

0. 000

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00000 0000000000
Baltimore, MD
0000 As of 0000
00000000
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Woodbury Financial Services Competitors (30)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
LPL Financial Holdings Formerly PE-Backed San Diego, CA 0000 000.00 000000000 00 000.00
T. Rowe Price Corporation Baltimore, MD 0000 00000000
Securities America Corporate Backed or Acquired La Vista, NE 0000 000000&0
Affiliated Managers Group Formerly VC-backed West Palm Beach, FL 0000 00.00 000000000 00 00.00
Provident Trust Group Private Equity-Backed Las Vegas, NV 00 000000000000
You’re viewing 5 of 30 competitors. Get the full list »

Woodbury Financial Services Executive Team (5)

Name Title Board Seat Contact Info
Rick Fergesen President & Chief Executive Officer
Amy Harbort Chief Compliance Officer
You’re viewing 2 of 5 executive team members. Get the full list »

Woodbury Financial Services Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Woodbury Financial Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Woodbury Financial Services Acquisitions (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Life Certain Wealth Strategies 14-May-2020 0000000000 Other Financial Services 0000 0000
Questar Capital 01-Mar-2019 0000000000 Brokerage 0000 0000
LifeWealth Principles 08-Aug-2018 0000000000 Other Financial Services 0000 0000
National Financial Advisors 08-Aug-2018 0000000000 Consulting Services (B2B) 0000 0000
Capital One Investing 10-Apr-2018 Merger/Acquisition Brokerage 0000 0000
To view Woodbury Financial Services’s complete acquisitions history, request access »

Woodbury Financial Services Subsidiaries (1)

Company Name Industry Location Founded
LifeWealth Principles Other Financial Services Golden, CO 0000
To view Woodbury Financial Services’s complete subsidiaries history, request access »

Woodbury Financial Services FAQs

  • When was Woodbury Financial Services founded?

    Woodbury Financial Services was founded in 1968.

  • Who is the CEO of Woodbury Financial Services?

    Rick Fergesen is the CEO of Woodbury Financial Services.

  • Where is Woodbury Financial Services headquartered?

    Woodbury Financial Services is headquartered in Oakdale, MN.

  • What is the size of Woodbury Financial Services?

    Woodbury Financial Services has 1,200 total employees.

  • What industry is Woodbury Financial Services in?

    Woodbury Financial Services’s primary industry is Asset Management.

  • Is Woodbury Financial Services a private or public company?

    Woodbury Financial Services is a Private company.

  • What is the current valuation of Woodbury Financial Services?

    The current valuation of Woodbury Financial Services is 00000.

  • What is Woodbury Financial Services’s current revenue?

    The current revenue for Woodbury Financial Services is 000000.

  • Who are Woodbury Financial Services’s investors?

    The Hartford Financial Services Group has invested in Woodbury Financial Services.

  • Who are Woodbury Financial Services’s competitors?

    LPL Financial Holdings, T. Rowe Price, Securities America, Affiliated Managers Group, and Provident Trust Group are some of the 30 competitors of Woodbury Financial Services.

  • When was Woodbury Financial Services acquired?

    Woodbury Financial Services was acquired on 03-Dec-2012.

  • Who acquired Woodbury Financial Services?

    Woodbury Financial Services was acquired by Sunamerica Annuity and Life Assurance Company.

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