Woodbury Financial Services, Inc
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About this Advisor
Cresta Clawson is a financial advisor working in Carmel, Indiana with a total of 5 years of relevant experience. Clawson works at Woodbury Financial Services, Inc. During their career, Clawson has held roles at Inventiv Health, Thrivent Investment Management Inc, Thrivent Financial and Woodbury Financial Services Inc. Clawson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana. Woodbury Financial Services, Inc is a registered investment firm that has its headquarters in Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It handles $19 billion in assets under management among its 101,950 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 184 charities and foundations. Of its 101,950 client accounts, just 11% are held by high-net-worth clients who have at least $1 million in investable assets. Woodbury Financial Services, Inc has a number of services, including 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 fee schedules depend on which service is offered. Fee types billed by Woodbury Financial Services, Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Woodbury Financial Services, Inc Brokerage Details
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 been registered as a financial advisor for 5 years.*
Woodbury Financial Services Inc
Thrivent Investment Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Cresta Clawson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
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