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 whose office is in Ames, Iowa. Currently an investment advisor with Woodbury Financial Services, Inc, they have gathered 13 years of practice in the financial advisory industry. Cross maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Cross is able to work with customers based out of Iowa. Their career trajectory has included roles at Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Woodbury Financial Services, Inc is based out of Ames, Iowa, and operates out of 634 other brick-and-mortar locations throughout the country. In aggregate, Woodbury Financial Services, Inc oversees $8 billion in assets covering 45,748 client accounts and retains more than 1,925 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 18,336 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Woodbury Financial Services, Inc can provide 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 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, Commissions

Disclosures

Yes

Office Location

317 Clark Ave
Ames, IA 50010

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

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

1,925

IA Average: 157
Total Number of Accounts

45,748

IA Average: 8,262
Average Account Size

$166,823

IA 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

Terry Cross Work History

Terry has 14 years of experience.

2019 - Present (1 year)

Woodbury Financial Services, Inc

2019 - Present (1 year)

Woodbury Financial Services, Inc

2015 - 2019 (4 years)

Questar Asset Management

2006 - 2019 (13 years)

Questar Capital Corporation

Disclosures

Terry Cross has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jason Knight
Salt Lake City, UT
Gary Scott
Saint Peters, MO
Robert Teske
Warrenville, IL
David Hansen
Mukwonago, WI
Liza Firmin
Center, TX
Carolyn Woody
Tinton Falls, NJ
Kristy Lungwitz
Atlanta, GA
John Schindler
Knoxville, TN

This content was compiled from the SEC and FINRA.

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