Lance R. Larsen

WOODMEN FINANCIAL SERVICES

Omaha, NE 68102

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CRD#: 2956063

Professional summary

Lance Robert Larsen is a registered financial professional currently at WOODMEN FINANCIAL SERVICES, INC. located in Omaha, Nebraska.

Lance is registered as a RR (Registered Representative) and started their career in finance in 1998. Lance has worked at 6 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lance Robert Larsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 14, 2022 - Present

WOODMEN FINANCIAL SERVICES, INC.

Office #1: 1700 Farnam Street, Omaha, NE 68102

CRD#: 117365

Omaha, NE

Past

October 5, 2018 - October 20, 2022

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

November 14, 2007 - October 1, 2018

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CEDAR RAPIDS, IA

Past

February 9, 2002 - October 17, 2007

PARKLAND SECURITIES, LLC

CRD#: 115368

WEST DES MOINES, IA

Past

December 13, 1999 - February 9, 2002

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

February 3, 1998 - September 21, 1999

CONSECO EQUITY SALES, INC.

CRD#: 4125

CARMEL, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Iowa
(10/14/2022)

Exams

State Security Law Exam

Series 63

Date: 12/3/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/2/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/3/2004

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

WOODMEN FINANCIAL SERVICES, INC.

CRD#: 117365 / SEC#: , 8-53592

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

1700 Farnam Street, Omaha, NE 68102

Mailing Address

1700 Farnam St., Omaha, NE 68102

Phone number

(877) 664-3332

Established

Nebraska since 07/11/2001

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (38 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WFS HOLDINGS, INC.	100% OWNER OF WOODMEN FINANCIAL SERVICES, INC.
BENGTSON, CYNTHIA SHAWN	DIRECTOR AND CHAIRMAN	6073749
BUDERUS, TIMOTHY KEVIN	PRESIDENT, CEO AND DIRECTOR	3083401
DARLING, DANIEL RUSSELL	SENIOR SALES MANAGER	5220507
DAY, JACOB MICHAEL	DIRECTOR	5003086
DRIFFILL, CHARLES REICH JR.	DIRECTOR	5239194
EBLEN, LINDSEY JEAN	FINOP AND REVIEW PRINCIPAL (CFO)/TREASURER	4496236
OLARI, NICHOLAS CONNER	DIRECTOR AND SECRETARY	6079027
PORTER, RAHJA	CHIEF COMPLIANCE OFFICER	6860469
ROSAUER, ADAM THOMAS	MANAGER OF OPERATIONS	4761408

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lance R. Larsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lance Robert Larsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

PARKLAND SECURITIES, LLC

WALNUT STREET SECURITIES, INC.

CONSECO EQUITY SALES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/3/1997

SIE

Date: 10/1/2018

Series 6

Date: 2/2/1998

Series 26

Date: 5/3/2004

FINRA

Current Firm

WOODMEN FINANCIAL SERVICES, INC.

Contact information

FINRA licenses (38 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

WOODMEN FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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