Michael
Gluski

Woodbury Financial Services, Inc

CRD#5701169
Investment Advisor
in Fort Myers, FL

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About this Advisor

Michael Gluski is a financial advisor based out of Fort Myers, Florida, with a total of 10 years of experience as a financial advisor. Gluski currently works for Woodbury Financial Services, Inc. Their career trajectory has included roles at Ameriprise Financial Services, Inc and Woodbury Financial Services Inc. Gluski maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in Florida and Michigan. Woodbury Financial Services, Inc is a firm that has its headquarters in Fort Myers, Florida. The company has offices in 837 locations and a total of 3,216 financial advisors. It oversees $21 billion in total assets between its 91,382 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 172 charitable organizations. Of its 91,382 accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Woodbury Financial Services, Inc offers a broad array of services, such as 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. Fees charged by financial advisors typically vary depending on which service is offered. Fee types billed by Woodbury Financial Services, Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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, Others

Disclosures

No

Office Location

Fort Myers, FL

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

FL Average: 157
Total Number of Accounts

91,382

FL Average: 8,262
Average Account Size

$233,575

FL 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

Michael Gluski Work History

Michael has 10 years of experience.

2020 - Present (2 years)

Woodbury Financial Services Inc

2012 - 2020 (8 years)

Ameriprise Financial Services, Inc

Disclosures

Michael Gluski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Tamara Frattarelli
Saint Paul, MN
Anoput Phimmasone
Reston, VA
Mona Corbett
Carlsbad, CA
Amir Arbabi
San Juan Capistrano, CA
Cresta Clawson
Carmel, IN
Matthew Callero
Niles, IL
Michael Sayre
Midvale, UT
Anthony Frangella
Orland Park, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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