Cresta
Clawson

Woodbury Financial Services, Inc

CRD#6774667
Investment Advisor
in Carmel, IN

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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

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

571 Monon Blvd. Ste. 150
Carmel, IN 46032

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

IN Average: 157
Total Number of Accounts

91,382

IN Average: 8,262
Average Account Size

$233,575

IN 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

Cresta Clawson Work History

Cresta has 10 years of experience.

2018 - Present (4 years)

Woodbury Financial Services Inc

2017 - 2018 (1 year)

Thrivent Investment Management Inc

2017 - 2017 (< 1 year)

Thrivent Financial

2017 - 2018 (1 year)

Thrivent Financial

2012 - 2017 (5 years)

Inventiv Health

2012 - 2012 (< 1 year)

Az Severance

Disclosures

Cresta Clawson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Scott Chapman
Colchester, CT
Casey Middleton
Johnson City, TN
Richard Chase
Saint Paul, MN
Ian Powell
Burleson, TX
Michael Sayre
Midvale, UT
Andrew Rosner
Carlsbad, CA
Bryan Herren
Saint Paul, MN
Jeffrey Baker
West Des Moines, IA

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.

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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