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FIRM PROFILE
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.
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
Total Client Assets:
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FIRM INFORMATION
1700 Farnam Street, Omaha, NE 68102
1700 Farnam St., Omaha, NE 68102
Medium
(877) 664-3332
Nebraska since 07/11/2001
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | 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 |
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Advisor's working at WOODMEN FINANCIAL SERVICES, INC.
George Gratten Lively
Randall Satoshi Kumabe
Bradley Paul Ryan
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