Lynnette M. Buck

WOODMEN FINANCIAL SERVICES

Omaha, NE 68102

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CRD#: 3152242

Professional summary

Lynnette Marie Buck, who also goes by Lynn Marie Buck, Lynn Buck, Lynn Marie Hannon, Lynnette Marie Hannon, Lynn Marie Love, Lynnette Marie Love, Lynnette Love, is a registered financial professional currently at WOODMEN FINANCIAL SERVICES, INC. located in Omaha, Nebraska.

Lynnette is registered as a RR (Registered Representative) and started their career in finance in 2001. Lynnette has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

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 Lynnette Marie Buck'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

April 30, 2018 - Present

WOODMEN FINANCIAL SERVICES, INC.

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

CRD#: 117365

Omaha, NE

Past

December 4, 2007 - September 23, 2010

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BEND, OR

Past

February 20, 2001 - November 19, 2007

D.A. DAVIDSON & CO.

CRD#: 199

COEUR D' ALENE, ID

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

Arkansas
(8/29/2019)

Georgia
(5/29/2018)

Missouri
(9/7/2022)

Oklahoma
(9/8/2025)

Oregon
(5/11/2021)

Wisconsin
(6/13/2023)

Exams

State Security Law Exam

Series 63

Date: 5/25/2018

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: 4/30/2018

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 2/19/2001

General Securities Representative 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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Lynnette M. Buck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lynnette Marie Buck's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODMEN FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

D.A. DAVIDSON & CO.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/25/2018

SIE

Date: 10/1/2018

Series 6

Date: 4/30/2018

Series 7

Date: 2/19/2001

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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