Insights

Rep-Centric Growth Woodbury serves 1,200 independent representatives through a robust broker-dealer ecosystem, presenting a sizeable opportunity to tailor value propositions to independent advisory firms and their branch networks seeking greater flexibility, compliance support, and practice expansion services.

Longevity & Trust With roots dating to 1910 and a three-time Broker-Dealer of the Year endorsement from representatives, emphasize credibility and stable partnerships to attract new affiliated reps seeking proven platform reliability and loyalty.

Tech Enablement Current tech stack includes WordPress, Google services, and security measures like reCAPTCHA; position opportunities around modernizing client onboarding, digital marketing support, and data-driven advisor tools to improve efficiency and client experience.

Scale & Capacity Revenue in the mid-range, 250M to 500M, alongside a mid-sized employee base suggests capacity for growth initiatives, partner programs, and producer-group affiliations that can expand market share without overstretching operations.

Regulatory & Compliance As a FINRA, SIPC, and Registered Investment Advisor member, Woodbury can be pitched on enhanced compliance, risk management services, and regulatory technology partnerships to attract practice groups prioritizing compliance maturity.

Similar companies to Woodbury Financial Services

Woodbury Financial Services Tech Stack

Woodbury Financial Services uses 8 technology products and services including Crazy Egg, WordPress, Google Fonts API, and more. Explore Woodbury Financial Services's tech stack below.

  • Analytics
  • Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • Google Maps
    Maps
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management

Woodbury Financial Services's Email Address Formats

Woodbury Financial Services uses at least 10 email formats:
Woodbury Financial Services Email FormatsExamplePercentage
First.Last@woodburyfinancial.comJohn.Doe@woodburyfinancial.com
89%
F.Last@woodburyfinancial.comJ.Doe@woodburyfinancial.com
6%
FirstLast@woodburyfinancial.comJohnDoe@woodburyfinancial.com
3%
Last@woodburyfinancial.comDoe@woodburyfinancial.com
2%
FLast@woodburyfinancial.netJDoe@woodburyfinancial.net
81%
First.Last@woodburyfinancial.netJohn.Doe@woodburyfinancial.net
11%
Last@woodburyfinancial.netDoe@woodburyfinancial.net
6%
FirstLast@woodburyfinancial.netJohnDoe@woodburyfinancial.net
2%
First.Last@joinwoodbury.comJohn.Doe@joinwoodbury.com
87%
Last.F@joinwoodbury.comDoe.J@joinwoodbury.com
13%

Frequently Asked Questions

What is Woodbury Financial Services's phone number?

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You can contact Woodbury Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Woodbury Financial Services's official website and social media links?

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Woodbury Financial Services's official website is joinwoodbury.com and has social profiles on LinkedIn.

How much revenue does Woodbury Financial Services generate?

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As of August 2026, Woodbury Financial Services's annual revenue is estimated to be $250M - $500M.

What is Woodbury Financial Services's NAICS code?

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Woodbury Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Woodbury Financial Services have currently?

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As of August 2026, Woodbury Financial Services has approximately 225 employees across 2 continents, including North America and Europe. Key team members include Chief Executive Officer: J. A., Chief Operations Officer: A. S. and President: C. W. Explore Woodbury Financial Services's employee directory with LeadIQ.

What industry does Woodbury Financial Services belong to?

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Woodbury Financial Services operates in the Financial Services industry.

What technology does Woodbury Financial Services use?

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Woodbury Financial Services's tech stack includes Crazy Egg, WordPress, Google Fonts API, Twemoji, Google Maps, PHP, reCAPTCHA and Google Tag Manager.

What is Woodbury Financial Services's email format?

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Woodbury Financial Services's email format typically follows the pattern of First.Last@woodburyfinancial.com. Find more Woodbury Financial Services email formats with LeadIQ.
Woodbury Financial Services logo

Woodbury Financial Services

Financial ServicesMinnesota, United States201-500 Employees

Woodbury Financial Services is an independent broker-dealer operating in the financial services industry, based in Oakdale, Minnesota. It supports a network of independent representatives through a core team of home office professionals. The firm emphasizes a relationship-based, entrepreneurial model that offers flexibility and choice to its representatives.

Founded with roots dating back to 1910, Woodbury has established a long-standing presence and, in recent years, prominence within the industry. Its achievement is reflected in its representative satisfaction and loyalty, which the firm cites as its measure of success. The organization is registered as a FINRA, SIPC member and a Registered Investment Advisor.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $250M - $500M

    Woodbury Financial Services's revenue is estimated to be in the range of $250M - $500M

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