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CRD#: 117365
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

WOODMEN FINANCIAL SERVICES, INC. is located at 1700 Farnam Street, Omaha, NE 68102 and was first established at Kansas City, Nebraska in 07/11/2001. After operating for 24 years, WOODMEN FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WOODMEN FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. WOODMEN FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WOODMEN FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WOODMEN FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WOODMEN FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for WOODMEN FINANCIAL SERVICES, INC. Comes From

Understanding the Statistics for WOODMEN FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1700 Farnam Street, Omaha, NE 68102
Mailing Address
1700 Farnam St., Omaha, NE 68102
Firm Size
Medium
Phone Number
(877) 664-3332
Established
Nebraska since 07/11/2001
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
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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Advisor's working at WOODMEN FINANCIAL SERVICES, INC.

GL

George Gratten Lively

RR
CRD#: 2001188
Location:
Omaha, NE 68102
Company:
WOODMEN FINANCIAL SERVICES, INC.
Disclosures:
Experience:
36 years
View Profile
RK

Randall Satoshi Kumabe

RR
CRD#: 1882595
Location:
Las Vegas, NV 89128
Company:
WOODMEN FINANCIAL SERVICES, INC.
Disclosures:
Experience:
27 years
View Profile
BR

Bradley Paul Ryan

Brad Paul Ryan, Brad Ryan
RR
CRD#: 2228142
CLU®: Chartered Life Underwriter
Location:
Omaha, NE 68102
Company:
WOODMEN FINANCIAL SERVICES, INC.
Disclosures:
Experience:
16 years
View Profile
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