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Woodstock Holdings, Inc. is a holding company. The Company conducts its operations through its subsidiaries, Woodstock Wealth Management, Inc. (WWM) and Woodstock Financial Group, Inc. (WFG). WFG is a service securities brokerage company. The Company is registered as a broker-dealer with the Financial Industry Regulatory Authority (FINRA) and also as a municipal securities dealer with the Municipal Securities Regulation Board. The Company is also a Securities and Exchange Commission (SEC) Registered Investment Advisor and maintains advisory accounts. WWM is an Investment Adviser, registered with the United States Securities & Exchange Commission. WWM offers a range of services, including fee-based asset management, mutual funds, exchange-traded funds, real estate investments, estate and financial planning, group retirement plan implementation and online account view and free check writing and debit card.
Name | Age | Since | Title |
---|---|---|---|
Melissa Lynn Whitley | 44 | 2003 | CFO, Treasurer & Director |
Morris L. Brunson | 84 | 1995 | Director |
William Jasper Raike | 62 | 1995 | Chairman, CEO & President |
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