Business Description
Independent CERTIFIED FINANCIAL PLANNER™ practitioner with extensive experience in retirement planning, corporate retirement plans and insurance planning. Focused on assisting clients make educated decisions about their financial affairs in a coordinated effort with their tax and legal advisors.
General Information Gender:    Male CRD#:    2262273 Firm CRD#:    421 Name of Broker/Dealer:    Woodbury Financial Services, Inc States Licensed in:    IL, CA, IN, MI, VA, WI Years of Experience in Financial Services:    16 Number of Years with Current Firm:    2 I work with the following types of clients:    Individual Investors, Businesses
Education Academic Background   Bachelor of Arts degree - University of Illinois
Services Investment Types:    Mutual Funds, Insurance, Annuities, Alternative Investments, Real Estate, Stocks, Bonds
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) Securities Licenses:    Series 65, Series 6, Series 7, Series 63 Insurance and Annuity Licenses:    Variable Life, Disability, Variable Annuity, Long Term Care, Life, Health, Annuity Financial Organization Memberships:    Million Dollar Roundtable, Paladin Registry
Firm Information Number of Advisors in Office:    10 - 99 employees
Compliance Registered Representative:    Yes Investment Advisor Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Compensation Methods:    Based on Assets, Commissions, Flat Fee, Hourly Fee % Based on Assets:    1%
Prepared By:	Peter Povinelli, CFP®
Most Recent Update:	09/02/2008

Frequently Asked Questions

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