Woodbury Financial Services Inc
Nombre legal: WOODBURY FINANCIAL SERVICES, INC.
Detalles de contacto completos
Woodbury Financial Services Inc
7755 3RD STREET NORTH, OAKDALE, MN
800-800-2638
877-488-5564
Otra información
Woodbury Financial Services, Inc., una corporación de Minnesota, ha sido aprobada por la Comisión de Valores y Bolsa de EE. UU. desde 1997. La empresa está compuesta por 1925 empleados, casi la mitad de los cuales sirven en roles de asesoramiento y atienden a casi 9000 clientes.
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Propietarios directos
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ADVISOR GROUP, INC.
SHAREHOLDER posee 75% o más
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AMY MARIE HARBORT
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER posee menos de 5%
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CYNTHIA ANN HAMEL
CHIEF OPERATIONS OFFICER, EVP posee menos de 5%
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DAVID MARTIN SCHMIDT
PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, TREASURER AND FNOP posee menos de 5%
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JAMES DALE PRICE
CHAIRMAN, DIRECTOR posee menos de 5%
-
MATTHEW ADAM SCHLUETER
DIRECTOR, EVP posee menos de 5%
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NINA SCHLOESSER MCKENNA
EXECUTIVE VICE PRESIDENT, SECRETARY posee menos de 5%
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RICHARD DAVID FERGESEN
DIRECTOR, CHIEF EXECUTIVE OFFICER, PRESIDENT posee menos de 5%
-
ROBERT JOHN GULDNER
CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY posee menos de 5%
-
THOMAS BLAKE SIDLO
MUNICIPAL PRINCIPAL posee menos de 5%
Propietarios indirectos
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ADVISOR GROUP HOLDINGS, INC.
SHAREHOLDER posee 75% o más
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LIGHTYEAR FUND III, L.P.
SHAREHOLDER posee más del 50% pero menos del 75%
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AG ARTEMIS HOLDERS, L.P.
SHAREHOLDER posee 75% o más
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AG INTERMEDIATE CORPORATION
SHAREHOLDER posee 75% o más
-
AG PARENT CORPORATION
SHAREHOLDER posee 75% o más
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RCP ARTEMIS CO-INVEST, L.P.
SHAREHOLDER posee 75% o más
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