Woodbury Financial Services, Inc
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
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
Matthew Callero Work History
Matthew has 10 years of experience.
Callero Capital Management Inc
Woodbury Financial Services, Inc
Matthew Callero has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
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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 email@example.com.
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