Gary
Kostowski

Woodbury Financial Services, Inc

CRD#5104220
Investment Advisor
in Claremont, NH

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About this Advisor

Gary Kostowski is a financial advisor operating out of Claremont, New Hampshire with a total of 7 years of industry experience. Kostowski is an advisor for Woodbury Financial Services, Inc. Over the course of their career, Kostowski has held roles at Signator Investors, Inc, Mml Investors Services, Mass Mutual Life Insurance Company, Primerica Financial Services, Pfs Investments Inc, M&H Consultant, Java King Coffee and Woodbury Financial Services Inc. Kostowski maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Hampshire. Woodbury Financial Services, Inc is a registered investment business operating out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 employees. It has $19 billion in assets across its 101,950 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 184 charitable organizations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth clients who have at least $1 million in assets. The company 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. Financial management fee schedules typically are based on the type of financial services. Fees billed by Woodbury Financial Services, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

7 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

103 Broad St
Claremont, NH 03743

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

NH Average: 157
Total Number of Accounts

101,950

NH Average: 8,262
Average Account Size

$189,097

NH 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

Gary Kostowski Work History

Gary has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Woodbury Financial Services Inc

2016 - 2016 (< 1 year)

Pfs Investments Inc

2015 - 2016 (1 year)

Primerica Financial Services

2014 - 2014 (< 1 year)

Mml Investors Services

2014 - 2014 (< 1 year)

Mass Mutual Life Insurance Company

2014 - 2015 (1 year)

Java King Coffee

2013 - 2014 (1 year)

Signator Investors, Inc

2013 - 2015 (2 years)

M&H Consultant

*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 Gary Kostowski 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

Denise Badgerow
Thibodaux, LA
Jennifer Schmidt
Cameron, WI
Shannon Parks
Glenwood, IA
Gary Kostowski
Claremont, NH
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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