Woodbury Financial Adds $430+ Million Veteran-Run Feucht Financial Group to Expanding Advisor Network
17 Oct, 2017, 09:30 ET
OAKDALE, Minn., Oct. 17, 2017 /PRNewswire/ -- Woodbury Financial Services, a broker-dealer representing more than 1,200 advisors across the country, today announced that Wisconsin-based wealth management firm, Feucht Financial Group, selected to affiliate with Woodbury. This deal marks 74 registered representatives who have joined Woodbury this year and more than 300 for Advisor Group.
Founded in 1974 by Mark Feucht, CFP, EA, Fond du Lac, WI-based Feucht Financial Group is an investment advisory firm with more than $430 million in total client assets under administration. The firm offers comprehensive investment management services and specializes in insurance, tax, accounting, and estate planning. Feucht currently runs the firm with his sons, Jeremy and Chad Feucht, both military veterans who served in Iraq prior to entering financial services. Feucht Financial Group consists of seven advisors serving 3,000 clients, with 21 total employees.
"As a family-owned business, we operate under the strict principal that our clients' families come first. And in our search for a partner, we felt it was imperative that we work with a firm who recognizes that the lives of these families mean more than a bottom line," said Chad Feucht, Co-Owner of Feucht Financial Group. "We are confident and excited that Woodbury will allow us to operate independently as we have been for over 40 years, servicing our clients with the same values and care that our father founded the business on."
Supported by Advisor Group, one of the nation's largest broker-dealer organizations, Woodbury Financial Services provides independent advisors a flexible, open-architecture system that offers them full access to state-of-the-art technology, marketing and management systems – all of which can be fully adopted or integrated into an advisor's existing platform for an easy transition. Through Woodbury, advisors also have access to dedicated field support and extensive investment solutions.
"We are excited to welcome Feucht Financial Group to the Woodbury team," said Rick Fergesen, President and CEO of Woodbury Financial Services. "We are honored to have been selected by such a well-regarded, veteran-owned firm, and we are excited to offer the support and resources necessary for Feucht Financial to continue servicing their clients at the same level of excellence they've operated under for the last 40 years."
Joe Nienhaus, Regional Vice President of Woodbury, Wisconsin added, "Feucht Financial Group's laser focus on putting clients first is in perfect alignment with the values that we hold near and dear at Woodbury. Chad and Jeremy lead their company with the same 'service before self' mentality that made them so successful in their careers with the United States Air Force and Army, respectively."
In addition to the resources provided through its broker-dealer platform, Woodbury Financial Services is committed to ensuring its advisors can maximize their firms' value through continued education. On October 19th – 22nd in Orlando, FL, Advisor Group will host ConnectED, the annual conference designed for advisors to fulfill continuing education requirements, develop their business strategy, and network with other successful independent financial advisors.
For media inquiries regarding this announcement or to learn more about ConnectED, contact: [email protected]
About Feucht Financial
Fond du Lac, WI-based Feucht Financial Group, L.L.C. was established as a tax preparation and bookkeeping firm in 1974 by Mark Feucht. Recognizing his clients' need for an all-encompassing financial advisor, Feucht became licensed for both life and health insurance. Today, Feucht Financial Group is a financial services firm offering investment management, insurance, tax, accounting, and estate planning services. The firm is run by Mark and his two sons, Chad and Jeremy Feucht, who came onboard to manage the company after many years spent serving in the U.S. military. For more information, visit http://www.feuchtfinancial.com/.
About Woodbury Financial Services, Inc.
Woodbury Financial Services, Inc. is part of one of the nation's largest broker-dealer organizations and a Registered Investment Advisor, member FINRA and SIPC. Woodbury Financial is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry. The firm has more than 1,200 affiliated independent financial advisors and is headquartered in Oakdale, MN. Woodbury employs a client-driven approach focused on meeting the unique demands of businesses and individuals. For more information visit https://www.joinwoodbury.com/.
About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $180 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
SOURCE Advisor Group
Share this article