Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Cotopaxi, CO
Kestra Advisory
Enterprise
Jodi Woodruff is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Commonwealth Financial Network and operated Woodruff Financial Consultants, LLC for over two decades. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.
Based on Kestra Advisory
Based on Kestra Advisory
Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.
Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%
Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.
Financial planning and consulting services may be charged on an hourly basis when applicable.
Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.
Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).
Cotopaxi, CO
Cotopaxi CO
Advisors at this office
1
Colorado · Texas
29 years of industry experience
Kestra Advisory Services LLC
2025 - Present • 1 year
Huntsville, TX
Kestra Investment Services LLC
2025 - Present • 1 year
Huntsville, TX
Woodruff Financial Consultants, LLC
2004 - 2025 • 21 years
Salt Lake City, UT
Commonwealth Financial Network
2004 - 2025 • 21 years
Waltham, MA
Wells Fargo Clearing
2003 - 2004 • 1 year
Salt Lake City, UT
Prudential Equity Group, LLC
1997 - 2003 • 6 years
Salt Lake City, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Cotopaxi, CO
Strategic Wealth Partners, LLC
David Vogt is a CFP® professional with 27 years of industry experience. He has served as the principal advisor at Strategic Wealth Partners, LLC since 2011 and has worked concurrently at The Equitable Life Assurance Society of the United States since 1998. In addition to his advisory role, he operates an outside insurance brokerage business. Strategic Wealth Partners provides financial planning and discretionary investment management to individuals, households, and select institutional clients, including trusts, foundations, pensions, and corporations. The firm employs client-specific asset allocation guidelines based on fundamental research and risk assessments and incorporates alternative real-estate-related investments in its portfolios.
ChFC®, Series 63, Series 65
Cotopaxi, CO
Cambridge Investment Research Advisors
David Kaiser is a ChFC® credentialed financial advisor with over 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and also serves as president of Pinnacor Financial Group, where he has been involved since 2000. Kaiser is engaged in tax preparation services through a related S-corporation and holds independent insurance agency roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.
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