Broker Check

About Woodcreek Wealth Management

Woodcreek Wealth Management was founded in 1994 and incorporated in 2020 after doing business under the same name as our broker/dealer First Allied Securities, Inc. since 1994. First Allied remains our trusted partner and provides our back-office support, compliance infrastructure, investment research and other critical functions that allow us to conduct our business with efficiency and scale.

About First Allied

First Allied Securities, Inc. is a full-service independent broker/dealer. First Allied was founded in 1994 as a privately held company with a vision of providing independent financial advisors with cutting-edge technology, innovative products and excellent service.  As of December 31, 2019, First Allied has approximately $28 billion in assets under administration and over 800 affiliated financial advisors throughout the United States.  First Allied is recognized as one of the premier broker/dealers for successful independent financial advisors and is a member of the Financial Industry Regulatory Authority ( FINRA ) and the Securities Investor Protection Corporation ( SIPC ).

Independent Advantage

Independent financial advisors enjoy the freedom to shape their business and make decisions based solely on each client’s specific needs. They have the autonomy to offer clients the most suitable options to achieve their financial goals without being constrained by proprietary products or corporate agendas. It’s this independent and objective approach that builds trust in a client relationship and allows you to be confident that the strategies employed to help you reach your goals are recommended without bias.


Have a Question?

Thank you!