AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TG

Timothy P. Gray

WOODMEN FINANCIAL SERVICES
Omaha, NE 68102
Some features on this profile are disabled
CRD#: 5708249
TG

Professional summary

Timothy Patrick Gray, who also goes by Tim Gray, Timothy Gray, is a registered financial professional currently at WOODMEN FINANCIAL SERVICES, INC. located in Omaha, Nebraska.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 2009. Timothy has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tim Gray | Timothy Gray

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 Timothy Patrick Gray'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 20, 2026 - Present

WOODMEN FINANCIAL SERVICES, INC.

Office #1: 1700 Farnam Street, Omaha, NE 68102
BD
CRD#: 117365
Omaha, NE
Past

December 9, 2013 - June 11, 2014

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
OMAHA, NE
Past

November 11, 2009 - December 3, 2013

WOODMEN FINANCIAL SERVICES, INC.

BD
CRD#: 117365
OMAHA, NE

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/24/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/20/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/30/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/10/2009
General Securities Representative Examination
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 117365Omaha, NE 68102

TRUST BUT VERIFY

Monitor Timothy Gray

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Byron O Smith
Byron SmithAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
OMAHA, NE
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.