WOODSTOCK FINANCIAL GROUP, INC.

WOODSTOCK FINANCIAL GROUP, INC. of WOODSTOCK, GA is an SEC-registered investment adviser (CRD 38095). Regulatory assets under management: $245.7M.

Registration

Officers, owners & control persons (11)

NameRoleLocation
CHALMERS GEOFFREY TEALEDIRECTOR
CASDIA CHRISTOPHER VINCENTCCO/DIRECTOR; CHIEF COMPLIANCE OFFICER
RAIKE WILLIAM JASPER IIICEO/PRESIDENT; CHIEF COMPLIANCE OFFICER - RIA; CHIEF EXECUTIVE OFFICER / PRESIDENT (+5 more)
BERTSCHE WILLIAM DENNISDIRECTOR
BRUNSON MORRIS LEONDIRECTOR
WHITLEY MELISSA LYNNCHIEF FINANCIAL OFFICER / FINOP; FINANCIAL OPERATIONS PRINCIPAL
WELTY DALE CONRADADVISORY PRINCIPAL; CHIEF COMPLIANCE OFFICER OF RIA; MANAGING ADVISORY PRINCIPAL (+1 more)
TAYLOR DENNIS WILLARDREGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP) & CCO; SENIOR REGISTERED OPTIONS PRINCIPAL; SENIOR REGISTERED OPTIONS PRINCIPAL / CROP
BRANCA ANTHONY DOUGLASCHIEF COMPLIANCE OFFICER OF BD; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER
PERKOWSKI VALERIE ANNINSURANCE PRINCIPAL
HERREMA DANIEL PAULDIRECT BUSINESS PRINCIPAL / INSURANCE PRINCIPAL

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