Woodbury Financial Services, Inc

Investment Advisor
in Niles, IL

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About this Advisor

Matthew Callero is a financial advisor operating out of Niles, Illinois, who has been in the industry for 10 years. Callero currently works for Woodbury Financial Services, Inc. Over the course of their career, Callero has held roles at Callero Capital Management Inc and Woodbury Financial Services, Inc. Callero has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois, Nebraska and Texas. Woodbury Financial Services, Inc is a business headquartered in Niles, Illinois. The company has offices in 837 locations and a total of 3,216 advisors. It oversees $21 billion in assets under management among its 91,382 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 172 charitable organizations. Of its 91,382 client accounts, 18% are held by high-net-worth investors who have greater than $1 million in investable assets. Woodbury Financial Services, Inc provides a number 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. Financial advisory fees largely vary depending on the type of financial services provided. Fees charged by Woodbury Financial Services, Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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



Office Location

7800 N Milwaukee Ave
Niles, IL 60714

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management


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


IL Average: 157
Total Number of Accounts


IL Average: 8,262
Average Account Size


IL 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

Matthew Callero Work History

Matthew has 10 years of experience.

2012 - Present (10 years)

Callero Capital Management Inc

2012 - Present (10 years)

Woodbury Financial Services, Inc


Matthew Callero has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Joseph Mccarthy
Chesterfield, MO
Matthew Ribble
Fairview, TN
Elizabeth Miller
Carmel, IN
Scott Chapman
Colchester, CT
Bradley Ober
Saint Paul, MN
David Paulson
Tulsa, OK
Michael Gluski
Fort Myers, FL
Jonathan Harris
Brighton, MI

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

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.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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