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JH

Joshua E. Harrison

WOODMEN FINANCIAL SERVICES
APPOMATTOX, VA 24522
CRD#: 8151650
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JH
Joshua Everett HarrisonWOODMEN FINANCIAL SERVICES

Professional summary


Joshua Everett Harrison, who also goes by Josh Harrison, is a registered financial professional currently at WOODMEN FINANCIAL SERVICES, INC. located in Appomattox, Virginia.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2026. Joshua has worked at 1 firm and has passed the Series 7TO and SIE exams.

Aliases


Josh Harrison

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 Joshua Everett Harrison'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 1, 2026 - Present

WOODMEN FINANCIAL SERVICES, INC.

Office #1: 177 Lee Street, Appomattox, VA 24522
BD
CRD#: 117365
APPOMATTOX, VA

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


General Industry/Product Exam
RR
Series 7TO
Date: 5/1/2026
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)
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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


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


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Company Information


WOODMEN FINANCIAL SERVICES, INC.

CRD#: 117365Appomattox, VA 24522

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