William
Grossman
Woodbury Financial Services, Inc
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About this Advisor
William Grossman is a certified financial planner operating in Lincoln, Nebraska with 6 years of relevant experience. Grossman is on the advisory team at Woodbury Financial Services, Inc. During their career, Grossman has held roles at Sii Investments, Inc, Grossman Financial Planning and Woodbury Financial Services Inc. Grossman maintains 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 Nebraska and Texas. Woodbury Financial Services, Inc is a financial advisory firm that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 employees. It has $19 billion in assets under management among its 101,950 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth clients who have at least $1 million in investable assets. The business has 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 charged by financial advisors are based on the services. Fee types billed by Woodbury Financial Services, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
William Grossman Work History
William has been registered as a financial advisor for 6 years.*
Woodbury Financial Services Inc
Grossman Financial Planning
Sii Investments, Inc
*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 William Grossman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
