Terry
Cross

Woodbury Financial Services, Inc

CRD#1736280
Investment Advisor
in Ames, IA

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About this Advisor

Terry Cross is a financial advisor operating out of Ames, Iowa with 4 years of industry experience. Cross is on the advisory team at Woodbury Financial Services, Inc. Their career trajectory has included roles at Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Cross has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Iowa. Woodbury Financial Services, Inc is a business based out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It manages $19 billion in assets under management between its 101,950 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 184 charitable organizations. Of its 101,950 customer accounts, just 11% belong to 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. A financial advisor's fees vary depending on which services the firm provides the client. Fee types billed by Woodbury Financial Services, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

2619 Northridge Parkway
Ames, IA 50010

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

IA Average: 157
Total Number of Accounts

101,950

IA Average: 8,262
Average Account Size

$189,097

IA 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

Terry Cross Work History

Terry has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Woodbury Financial Services, Inc

2019 - Present (5 years)

Woodbury Financial Services, Inc

2015 - 2019 (4 years)

Questar Asset Management

2006 - 2019 (13 years)

Questar Capital Corporation

*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 Terry Cross 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
Gregory Casper
Sheboygan, WI
Anthony Frangella
Orland Park, IL
Robert Lackey
Germantown, TN
Kimberly Sartor
Center, TX
Miranda Bonde
Green Bay, WI
Robert Tudda
Jericho, NY
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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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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