Notification of Changes for Business Entity
General Information  
Business Entity Name: WOODBURY FINANCIAL SERVICES, INC.
Incorporation / Formation Date: 03/15/1968
FEIN: 41-0944586
Ohio License Number: 27036
NPN: 660521
DBA / Trade Name:  
State of Domicile: MN
County: USA
Business Address  
Address 1: 7755 THIRD STREET NORTH
Address 2:  
City: OAKDALE
State: MN
Zip: 55128
Phone: 800-800-2638
Fax: 860-392-6291
Business Web Site Address:  
Business Email Address: LICENSING@WOODBURYFINANCIAL.COM
Mailing Address  
Address 1: 7755 THIRD STREET NORTH
Address 2:  
City: OAKDALE
State: MN
Zip: 55128
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: YES
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
MEGAN MCNAMARA REGISTERED REP. 17645560 YES   01-08-2016
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company)
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: PATTY WERNLUND
Title: LICENSING COORDINATOR
Phone Number: 800-800-2638
Email Address: PATTY.WERNLUND@WOODBURYFINANCIAL.COM