Nicolas
Wildman
Woodbury Financial Services, Inc
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About this Advisor
Nicolas Wildman is a financial advisor who works in Vienna, Ohio with 2 years of relevant experience. Wildman is on the advisory team at Woodbury Financial Services, Inc. During their career, the advisor has held roles at Wildman Family Insurance, Trumbull County Sheriff'S Office, The Train Station, Bazetta Police Department, Bazetta Fire Department, Champion Fire Department, Howland Fire Department, Kent State Police Academy and Woodbury Financial Services Inc. Wildman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Ohio and Pennsylvania. Woodbury Financial Services, Inc is a business based out of Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 employees. It handles $19 billion in total assets among its 101,950 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 184 charitable organizations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc performs a number of services, such as 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 typically vary depending on the type of financial services provided. However, fee types billed by Woodbury Financial Services, Inc can be comprised of 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
Nicolas Wildman Work History
Nicolas has been registered as a financial advisor for 2 years.*
Woodbury Financial Services Inc
Wildman Family Insurance
Trumbull County Sheriff'S Office
The Train Station
Bazetta Police Department
Howland Fire Department
Kent State Police Academy
Bazetta Fire Department
Champion Fire Department
*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 Nicolas Wildman 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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