Did you lose money investing with Woodbury Financial Services, Inc. broker Brian Martson (CRD# 733083)? He has been registered with Woodbury Financial Services, Inc. in Parker, Colorado, from 2006 to 2023.
Brian Martson Customer Complaints
He has been the subject of six customer complaints between 2014 and 2025, one of which was denied and one was withdrawn, according to his CRD report:
May 2025. “Unsuitable alternative investments are alleged to have been recommended.” The customer is seeking $150,000 in damages, and the case is currently pending. The complaint was regarding direct investment losses.
November 2023. “Claimant alleges misrepresentation and unsuitable recommendations with regard to the sale of an alternative investment.” The customer is seeking $37,000 in damages, and the case is currently pending. The complaint was regarding real estate security losses.
August 2023. “The claim alleges that an unsuitable alternative investment was recommended.”
The customer is seeking $60,000 in damages, and the case is currently pending. The complaint was regarding real estate security losses.
May 2021. “Customer alleges that alternative investments purchased in 2015 & 2016 were misrepresented and unsuitable.” The customer sought $5,000 in damages, and the case was settled for $80,000. The complaint was regarding business development companies (BDCs) and real estate security losses.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Woodbury Financial Services, Inc. may be liable for investment or other losses suffered by Brian Martson’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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