Woodbury Financial Services, Inc
About this Advisor
Grant Messner is a financial advisor operating in Lees Summit, Missouri, who has been in the financial industry for 10 years. Messner works at Woodbury Financial Services, Inc. Their career trajectory has included roles at Martin Tax & Financial Services and Woodbury Financial Services Inc. Messner holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Woodbury Financial Services, Inc is a registered investment business headquartered in Lees Summit, Missouri. The firm has offices in 837 locations and a total of 3,216 people on staff. It handles $21 billion in assets among its 91,382 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 172 charities and foundations. Of its 91,382 client accounts, 18% are associated with high-net-worth clients who have at least $1 million in assets. Woodbury Financial Services, Inc performs a diverse array 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 usually are based on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc can include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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
Grant Messner Work History
Grant has 10 years of experience.
Woodbury Financial Services Inc
Martin Tax & Financial Services
Grant Messner has no disclosures.
Please visit their SEC profile for more details.
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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 email@example.com.
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