Thomas
Niver

Woodbury Financial Services, Inc

CRD#348480
Investment Advisor
in Denver, CO
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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

Series 63, Chartered Financial Consultant

Years of Experience

32 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Denver, CO

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

CO Average: $5,289,111,388
Total Number of Employees

1,925

CO Average: 157
Total Number of Accounts

45,748

CO Average: 8,262
Average Account Size

$166,823

CO Average: $640,173

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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.

2018 - Present (1 year)

Woodbury Financial Services Inc

1987 - Present (32 years)

General American

1986 - Present (33 years)

Cherry Sreet Financial Group

2016 - 2018 (2 years)

Kestra Financial Services, Inc

2002 - 2016 (14 years)

Nfp Securities, Inc

Disclosures

Thomas Niver has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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