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Rahja Porter

WOODMEN FINANCIAL SERVICES
OMAHA, NE
·CRD# 6860469·8 years experience

Professional Summary

Rahja Porter, who also goes by Rahja Dominic Porter, is a registered financial advisor currently at WOODMEN FINANCIAL SERVICES, INC. located in Omaha, Nebraska. Rahja is registered as a RR (Registered Representative) and started their career in finance in 2018. Rahja has worked at 8 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rahja Dominic Porter

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

WOODMEN FINANCIAL SERVICES, INC.·CRD# 117365
BD
1700 Farnam Street, Omaha, NE 68102
April 29, 2025 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
Bellevue, NE
June 14, 2024 - April 30, 2025
OSAIC SERVICES, INC.·CRD# 133763
BD
Scottsdale, AZ
May 13, 2021 - September 1, 2023
FSC SECURITIES CORPORATION·CRD# 7461
BD
Atlanta, GA
May 13, 2021 - November 3, 2023
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Oakdale, MN
May 13, 2021 - January 19, 2024
TRIAD ADVISORS LLC·CRD# 25803
BD
Atlanta, GA
May 13, 2021 - August 23, 2024
OSAIC WEALTH, INC.·CRD# 23131
BD
Bellevue, NE
May 13, 2021 - April 30, 2025
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
La Vista, NE
July 25, 2019 - June 14, 2024
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lavista, NE
June 19, 2018 - June 14, 2024

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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)

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

FINRA licenses (38 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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

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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.

1. SAA POSITION: SAA NATURE: SAA/RIA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2019 ADDRESS: 12325 Port Grace Blvd, Omaha NE 68128 DESCRIPTION: I obtained my series 66 license and am a home office employee. 2. EXP REALTY POSITION: Real Estate Agent NATURE: Part time, 1099 self employed Real Estate Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2021 ADDRESS: 8442 CRAIG AVE, Omaha NE 68122, United States DESCRIPTION: Part Time Real Estate Agent 3. DBA - Branch Development Partners 4. EXTERNAL SPEAKER COMPLY POSITION: Speaker NATURE: speaker role with COMPLY INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 06/26/2024 ADDRESS: 8442 CRAIG AVE, OMAHA NE 68122, United States DESCRIPTION: With a current standing IACCP Designation & experience, I'm eligible to join a council of co-panelists of compliance professionals who assist those going through the IACCP Program Providing insight to my experience as related to advisory/RIA/Mandates beyond the advisors act: AML,ERISA,'34 Act & Reportingg and topics being presented in IACCP curriculum Co-Panel upcoming event and present course material? Updating presentation to align with current rules & regulations Discussing which slides would be covering in presentation with co-panelist Monitoring questions coming in to other speakers through the Q&A and Chat

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Nebraska
(4/29/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2019About the Series 66 exam

Series 52TO — Municipal Securities Representative Examination

Passed Oct 2019About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2018About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Oct 2019About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Aug 2019About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Jun 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Rahja Porter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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