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 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

Series 66

Years Registered*

5 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

Office Location

571 Monon Blvd. Ste. 150
Carmel, IN 46032

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

IN Average: 157
Total Number of Accounts

101,950

IN Average: 8,262
Average Account Size

$189,097

IN Average: $640,173

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.*

2018 - Present (6 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

*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.

Disclosures

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

Samantha Schaefer
Fond Du Lac, WI
Miranda Bonde
Green Bay, WI
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
Jennifer Schmidt
Cameron, WI
Kimberly Sartor
Center, TX
Christopher Simon
Mount Joy, PA
Brock Eckman
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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