Matthew
Nerone
Woodbury Financial Services, Inc
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About this Advisor
Matthew Nerone is a financial advisor who works in Du Bois, Pennsylvania who has 4 years of relevant experience. Nerone currently works for Woodbury Financial Services, Inc. Over the course of their career, Nerone has held roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Swift Kennedy Insurance Group, Woodbury Financial Services Inc and Western Pa Fin Ctr Dba Ameritas Fin Srvs Of Wpa. Nerone maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Woodbury Financial Services, Inc is a firm that has its headquarters in Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It manages $19 billion in assets under management among its 101,950 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 184 charitable organizations. Of its 101,950 customer accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a diverse range 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. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types billed by Woodbury Financial Services, Inc most likely include some blend 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
Matthew Nerone Work History
Matthew has been registered as a financial advisor for 4 years.*
Woodbury Financial Services Inc
Western Pa Fin Ctr Dba Ameritas Fin Srvs Of Wpa
Swift Kennedy Insurance Group
Ameritas Investment Corp
Ameritas Life Insurance Corp
*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 Matthew Nerone 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
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Glenwood, IA
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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