Terry
Cross
Woodbury Financial Services, Inc
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Terry Cross is a financial advisor working in Ames, Iowa, with 16 years of financial industry experience. Cross is an employee of Woodbury Financial Services, Inc. Their career trajectory has included roles at Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Cross maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Iowa. Woodbury Financial Services, Inc is an advisory company that has its headquarters in Ames, Iowa. The firm has offices in 837 locations and a total of 3,216 employees. It handles $21 billion in assets across its 91,382 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 172 charities and foundations. Of its 91,382 customer accounts, 18% are held by high-net-worth investors who have at least $1 million in assets. Woodbury Financial Services, Inc has 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. Fees charged by financial advisors largely depend on the type of financial services provided. Fees billed by Woodbury Financial Services, Inc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Woodbury Financial Services, Inc Brokerage Details
$21,344,571,679
3,216
91,382
$233,575
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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 16 years of experience.
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Questar Asset Management
Questar Capital Corporation
Disclosures
Terry Cross has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Tulsa, OK
Orchard Park, NY
Saint Paul, MN
Johnson City, TN
West Des Moines, IA
Orland Park, IL
Lees Summit, MO
Midvale, UT
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.