# WOODSTOCK FINANCIAL GROUP, INC.

WOODSTOCK FINANCIAL GROUP, INC. of WOODSTOCK, GA is an SEC-registered investment adviser.

## Registration

- CRD: 38095
- Type: SEC-registered investment adviser
- SEC file number: 801-65881
- Location: 117 TOWNE LAKE PARKWAY, SUITE 200, WOODSTOCK, GA, 30188
- Phone: 770-516-6996
- Latest filing: 2018-11-09
- Regulatory AUM: $245.7M
- Discretionary AUM: $245.7M
- Clients: 60
- Accounts: 1,857

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| CHALMERS GEOFFREY TEALE | DIRECTOR | — |
| CASDIA CHRISTOPHER VINCENT | CCO/DIRECTOR; CHIEF COMPLIANCE OFFICER | — |
| RAIKE WILLIAM JASPER III | CEO/PRESIDENT; CHIEF COMPLIANCE OFFICER - RIA; CHIEF EXECUTIVE OFFICER / PRESIDENT (+5 more) | — |
| BERTSCHE WILLIAM DENNIS | DIRECTOR | — |
| BRUNSON MORRIS LEON | DIRECTOR | — |
| WHITLEY MELISSA LYNN | CHIEF FINANCIAL OFFICER / FINOP; FINANCIAL OPERATIONS PRINCIPAL | — |
| WELTY DALE CONRAD | ADVISORY PRINCIPAL; CHIEF COMPLIANCE OFFICER OF RIA; MANAGING ADVISORY PRINCIPAL (+1 more) | — |
| TAYLOR DENNIS WILLARD | REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP) & CCO; SENIOR REGISTERED OPTIONS PRINCIPAL; SENIOR REGISTERED OPTIONS PRINCIPAL / CROP | — |
| BRANCA ANTHONY DOUGLAS | CHIEF COMPLIANCE OFFICER OF BD; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| PERKOWSKI VALERIE ANN | INSURANCE PRINCIPAL | — |
| HERREMA DANIEL PAUL | DIRECT BUSINESS PRINCIPAL / INSURANCE PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/38095/brochure
- Similar advisers: https://search.stillhousedata.com/firm/38095/similar
- Related entities: https://search.stillhousedata.com/firm/38095/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/38095

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.