Jeff Woodcock, Financial Advisor with RBFCU Investments Group

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Jeff Woodcock, CFP®, BFA™

Financial Advisor

About Me

RBFCU Investments Group
210-637-4569 | Email Jeff

Licensed since: 1995
The year referenced includes time as a financial advisor and/or experience as a registered representative.

Areas of focus:
Estate planning strategies, retirement income strategies, wealth preservation strategies

Qualifications:
CFP® (Certified Financial Planner™)
BFA™ (Behavioral Financial Advisor)

Education:
B.S. in Chemistry, Texas Lutheran University (1985); M.B.A, Our Lady of the Lake University (1995)

More details about me:
FINRA BrokerCheck®

Page last updated March 2024.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest.

Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.

Ameriprise Financial is not affiliated with the financial institution.

RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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