Woodmen Financial Services, Inc.
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 117365
- Registered since
- June 4, 2002
- Website
- www.woodmenlife.org
Firm profile
FINTRXOverview
Woodmen Financial Services, Inc. is registered as a corporation and has been SEC-registered since 2002. FINTRX classifies the firm as unclassified and indicates ownership described as a domestic entity and individual. The dataset shows the firm is not flagged as a capital allocator, is not an active ESG investor, and is not identified as a multistate adviser or a pension consultant. No specific advisory activities, client base description, or fee schedule are provided in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Nicholas Olari
Vice President, Chief Compliance OfficerCRD 6079027
Jacob Day
VP, Chief Investment OfficerCRD 5003086
Cynthia Bengtson
VP, Chief Investment OfficerCRD 6073749
Contacts
3 of 271Terigene White
Senior AnalystCRD 5055011
Ronald Ginn
Recruiting Sales ManagerCRD 6410531
Timothy Riemer
Financial RepresentativeCRD 7237654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 1700 Farnam St
- Time zone
- CT (UTC-6)
- Office locations
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