Advisor Group’s Woodbury Financial Recruits $257 Million Team
Woodbury Financial Services, an independent wealth management firm within the Advisor Group network, has recruited Illinois-based Ambassador Wealth Management.
Woodbury Financial Services, an independent wealth management firm within the Advisor Group network, has recruited Illinois-based Ambassador Wealth Management, a multi-service wealth management practice that oversees $257 million in total client assets.
The team, which joins from Securian Financial Services, has affiliated with Northpoint Financial Group, one of Woodbury’s super-OSJ groups.
Ambassador Wealth Management is led by president and chief executive officer Phil Battin, an industry veteran with nearly three decades of experience. The firm specializes in investment management services, tax services, retirement and estate planning, college funding, and defined benefit plans.
In addition to Battin, the firm includes managing executive and wealth manager Mike Calabrese and portfolio design director Robert Teske.
Woodbury has more than 1,200 affiliated independent financial advisors and is headquartered in Oakdale, Minnesota.
Advisor Group serves approximately 11,100 financial professionals and oversees more than $450 billion in client assets. The network includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Woodbury Financial Services, and Triad Advisors.
