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CB

Christopher B. Bishop

WOODMEN FINANCIAL SERVICES
PULASKI, VA 24301
Some features on this profile are disabled
CRD#: 5123281
CB

Professional summary


Christopher Brian Bishop, who also goes by Brian Bishop, is a registered financial professional currently at WOODMEN FINANCIAL SERVICES, INC. located in Pulaski, Virginia.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2006. Christopher has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Bishop

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 Christopher Brian Bishop'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

May 19, 2021 - Present

WOODMEN FINANCIAL SERVICES, INC.

Office #1: 7 5th Street Ne, Pulaski, VA 24301
BD
CRD#: 117365
PULASKI, VA
Past

June 15, 2017 - December 31, 2019

ST. BERNARD FINANCIAL SERVICES, INC.

RIA
CRD#: 36956
Blacksburg, VA
Past

April 20, 2017 - December 31, 2019

ST. BERNARD FINANCIAL SERVICES, INC.

BD
CRD#: 36956
Blacksburg, VA
Past

July 28, 2016 - April 24, 2017

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
BLACKSBURG, VA
Past

June 21, 2016 - April 24, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BLACKSBURG, VA
Past

July 28, 2014 - May 25, 2016

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
BLACKSBURG, VA
Past

July 28, 2014 - May 25, 2016

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

March 24, 2014 - July 25, 2014

GWN SECURITIES INC.

RIA
CRD#: 128929
PULASKI, VA
Past

September 25, 2013 - July 25, 2014

GWN SECURITIES INC.

BD
CRD#: 128929
PALM BEACH GARDENS, FL
Past

May 23, 2011 - September 13, 2013

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
BLACKSBURG, VA
Past

May 19, 2006 - February 28, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RADFORD, VA

State Registrations and Notice Filings


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

RR
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

RR
Virginia
(5/19/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/21/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WF
WOODMEN FINANCIAL SERVICES, INC.
WOODMEN FINANCIAL SERVICES, INC.

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

BD
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WFS HOLDINGS, INC.100% OWNER OF WOODMEN FINANCIAL SERVICES, INC.
BENGTSON, CYNTHIA SHAWNDIRECTOR AND CHAIRMAN6073749
BUDERUS, TIMOTHY KEVINPRESIDENT, CEO AND DIRECTOR3083401
DARLING, DANIEL RUSSELLSENIOR SALES MANAGER5220507
DAY, JACOB MICHAELDIRECTOR5003086
DRIFFILL, CHARLES REICH JR.DIRECTOR5239194
EBLEN, LINDSEY JEANFINOP AND REVIEW PRINCIPAL (CFO)/TREASURER4496236
OLARI, NICHOLAS CONNERDIRECTOR AND SECRETARY6079027
PORTER, RAHJACHIEF COMPLIANCE OFFICER6860469
ROSAUER, ADAM THOMASMANAGER OF OPERATIONS4761408

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.

Company Information


WOODMEN FINANCIAL SERVICES, INC.

CRD#: 117365Pulaski, VA 24301

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