Nathan
Warren

Woodbury Financial Services, Inc

CRD#1240004
Investment Advisor
in Collierville, TN

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About this Advisor

Nathan Warren is a financial advisor working out of Collierville, Tennessee with 4 years of industry experience. Warren is currently employed by Woodbury Financial Services, Inc. Throughout their career, they have worked at Guardian Life Insurance Company, Park Avenue Securities and Woodbury Financial Services Inc. Warren maintains a Series 63 license, which qualifies them as a securities representative, and is able to operate in Tennessee. Woodbury Financial Services, Inc is a financial advisory business based out of Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It controls $19 billion in total assets across its 101,950 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 184 charities and foundations. Of its 101,950 accounts, just 11% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers 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 largely are based on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

4 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

Collierville, TN

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

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

3,002

TN Average: 157
Total Number of Accounts

101,950

TN Average: 8,262
Average Account Size

$189,097

TN 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

Nathan Warren Work History

Nathan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Woodbury Financial Services Inc

2012 - 2019 (7 years)

Guardian Life Insurance Company

2012 - 2019 (7 years)

Park Avenue Securities

*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 Nathan Warren 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

Robert Lackey
Germantown, TN
Tyler Davidson
Overland Park, KS
Denise Badgerow
Thibodaux, LA
Anthony Frangella
Orland Park, IL
Jennifer Schmidt
Cameron, WI
Kimberly Sartor
Center, TX
Christopher Simon
Mount Joy, PA
Brock Eckman
Saint Paul, MN

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.

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