Andrew
Atherton

Woodbury Financial Services, Inc

CRD#4208366
Investment Advisor
in Flint, MI

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About this Advisor

Andrew Atherton is a financial advisor who works out of Flint, Michigan who has 4 years of relevant experience. Atherton currently works for Woodbury Financial Services, Inc. During their career, Atherton has held roles at Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Atherton holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Woodbury Financial Services, Inc is a company that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 people on staff. It manages $19 billion in total assets between its 101,950 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets. Woodbury Financial Services, Inc provides 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. Fees for financial management usually are based on which services the firm provides the client. However, fees billed by Woodbury Financial Services, Inc can be comprised 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

G-3339 Van Slyke Road
Flint, MI 48507

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

MI Average: 157
Total Number of Accounts

101,950

MI Average: 8,262
Average Account Size

$189,097

MI 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

Andrew Atherton Work History

Andrew 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

2004 - 2019 (15 years)

Questar Capital Corporation

2004 - 2019 (15 years)

Questar Asset Management

*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 Andrew Atherton 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

Anthony Frangella
Orland Park, IL
Samantha Schaefer
Fond Du Lac, WI
Gary Kostowski
Claremont, NH
Denise Badgerow
Thibodaux, LA
Robert Lackey
Germantown, TN
Mark Wise
Sterling Heights, MI
Christopher Simon
Mount Joy, PA
Leandro Fenster
Melville, NY

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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