Woodbury Financial Services, Inc
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About this Advisor
Thomas Niver is a financial advisor who lives in Denver, Colorado. Currently an investment advisor with Woodbury Financial Services, Inc, Niver has a notable 32 years of practice as an investment advisor. Niver holds a Series 63 license, which certifies the advisor as a securities broker. Niver is able to serve clients based out of California, Colorado, Connecticut, Illinois, Missouri, North Carolina, New Mexico, Iowa, Virginia and Nevada. Their career trajectory has included roles at Cherry Sreet Financial Group, General American, Nfp Securities, Inc, Woodbury Financial Services Inc and Kestra Financial Services, Inc. Woodbury Financial Services, Inc is headquartered in Denver, Colorado, and has 590 locations in the United States. As an advisory firm, Woodbury Financial Services, Inc manages $7 billion in assets throughout 36,076 accounts and retains more than 1,945 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 13,010 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Woodbury Financial Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Niver Work History
Thomas has 32 years of experience.
Woodbury Financial Services Inc
Cherry Sreet Financial Group
Kestra Financial Services, Inc
Nfp Securities, Inc
Thomas Niver has no disclosures.
Please visit their SEC profile for more details.