RP
Rahja D. Porter
WOODMEN FINANCIAL SERVICES
Omaha, NE 68102
Some features on this profile are disabled
CRD#: 6860469
RP
Professional summary
Rahja Dominic Porter, who also goes by Rahja Dominic Porter, is a registered financial professional 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.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Rahja Dominic Porter
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
CRS (Client Relationship Summary) - BD
Click below to view Rahja Dominic Porter's 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®
NoneExperience
Current
April 29, 2025 - Present
WOODMEN FINANCIAL SERVICES, INC.
Office #1: 1700 Farnam Street, Omaha, NE 68102BD
CRD#: 117365
Omaha, NE
Past
June 14, 2024 - April 30, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BELLEVUE, NE
Past
May 13, 2021 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
SCOTTSDALE, AZ
Past
May 13, 2021 - November 3, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
May 13, 2021 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
May 13, 2021 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
ATLANTA, GA
Past
May 13, 2021 - April 30, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
BELLEVUE, NE
Past
July 25, 2019 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LA VISTA, NE
Past
June 19, 2018 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
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
Nebraska(4/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 10/7/2019
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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)
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.
Company Information
WOODMEN FINANCIAL SERVICES, INC.
CRD#: 117365Omaha, NE 68102TRUST BUT VERIFY
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