Woodbury Financial Services, Inc
About this Advisor
Cresta Clawson is a financial advisor working out of Carmel, Indiana, with a total of 10 years of financial industry experience. Clawson currently works for Woodbury Financial Services, Inc. Throughout their career, Clawson has worked at Inventiv Health, Az Severance, Thrivent Investment Management Inc, Thrivent Financial and Woodbury Financial Services Inc. Clawson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Indiana. Woodbury Financial Services, Inc is a financial advisory company that has its headquarters in Carmel, Indiana. The firm has offices in 837 locations and a total of 3,216 employees. It handles $21 billion in assets under management across its 91,382 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 172 charitable organizations. Of its 91,382 accounts, 18% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a diverse assortment 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 for financial management typically are based on the financial services. Fees charged by Woodbury Financial Services, Inc can include 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
Cresta Clawson Work History
Cresta has 10 years of experience.
Woodbury Financial Services Inc
Thrivent Investment Management Inc
Cresta Clawson has no disclosures.
Please visit their SEC profile for more details.
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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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