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November 25, 2015 3:30 PM ET

Capital Markets

Company Overview of Woodbury Financial Services, Inc.

Company Overview

Woodbury Financial Services, Inc., a broker/dealer company, provides financial services in the United States. It offers insurance and investment products, and securities, as well as provides investment advisory services through a network of independent representatives. Woodbury Financial Services, Inc. was formerly known as Fortis Investors, Inc. and changed its name to Woodbury Financial Services, Inc. in January 2001. The company was founded in 1910 and is based in Oakdale, Minnesota. As of November 30, 2012, Woodbury Financial Services, Inc. operates as a subsidiary of AIG Advisor Group, Inc.

7755 Third Street North

Oakdale, MN 55128

United States

Founded in 1910



Key Executives for Woodbury Financial Services, Inc.

Chief Executive Officer and President
Chief Marketing Officer and Vice President of Sales
Chief Legal Officer
Chief Compliance Officer
Director of Advanced Markets & Qualified Plans
Compensation as of Fiscal Year 2015.

Woodbury Financial Services, Inc. Key Developments

Woodbury Financial Names Rick Fergesen as President and CEO

Woodbury Financial announced that Rick Fergesen has been named President and CEO of the broker-dealer. Fergesen previously served as the firm's Executive Vice President, Business and Field Development. Fergesen joined Woodbury Financial in 1998 as Vice President of Strategic and Operational Planning. He was named Chief Financial Officer in 2001. Fergesen played a critical role in Advisor Group's acquisition of Woodbury Financial in 2012, implementing the integration plan he created that resulted in high retention and new advisor recruits.

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