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Tracy Ann Colson

Woodley Farra

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About Tracy Ann Colson

Tracy Ann Colson is a registered investment advisor representative with Woodley Farra Manion. Tracy has been in the industry since 04/2013 and has passed both the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Tracy has experience working for Goelzer Investment Management and Campbell and Co CPAS. Tracy is registered in Indiana.

Firm Information

Tracy Colson is currently registered with Woodley Farra. Woodley Farra is an investment advisor based in INDIANAPOLIS, IN with approximately $1.8 billion in regulatory assets under management. The firm provides portfolio management services for individuals and businesses, as well as for charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Woodley Farra also offers a wrap fee program.
Woodley Farra

8555 N. RIVER ROAD

INDIANAPOLIS, IN 46240

$1.80B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tracy Colson’s Registration & Firm History

IN

02/10/2025 - Present

Woodley Farra (INDIANAPOLIS IN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracy Ann Colson.
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