Thomas Manno, financial advisor Oakbrook Terrace IL

Thomas Manno

CRD Number: 4819912
Current Firm: Woodbury Financial Services, Inc.

Thomas Manno (CRD# 4819912) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakbrook Terrace, IL and has over 17 years of experience in the finance industry. Thomas Manno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services Oak Brook, IL Oct 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Thomas A. Manno
Phone Number: 800-800-2638
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    15,588
    MILLIONS
  • Total Number of Accounts
    71,852
    ACCOUNTS
  • Average Account Value
    $216,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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