Woodmen Financial Services, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
277
Avg account
$0

Firm details

Headquarters
Omaha, Nebraska
CRD number
117365
Registered since
June 4, 2002

Firm profile

FINTRX

Overview

Woodmen Financial Services, Inc. is organized as a corporation and has been SEC-registered since 2002. The firm’s ownership is listed as a mix of a domestic entity and an individual. In FINTRX’s snapshot the firm is classified as “Unclassified” and is not identified as a capital allocator. The dataset indicates Woodmen Financial Services, Inc. is not flagged as an active ESG investor, is not designated a multi-state adviser, and is not reported as a pension consultant or a related adviser. The firm did not provide descriptions of its advisory or business activities in the supplied extract.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Rahja Porter

    Rahja Porter

    Chief Compliance OfficerCRD 6860469

  • Jacob Day

    Jacob Day

    VP, Chief Investment OfficerCRD 5003086

  • Cynthia Bengtson

    Cynthia Bengtson

    VP, Chief Investment OfficerCRD 6073749

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Contacts

3 of 273
  • Aaron Thomas

    Securities PrincipalCRD 5147409

  • Scott Aschoff

    Scott Aschoff

    Sr. Sales WholesalerCRD 3072002

  • Thomas Wood

    Thomas Wood

    Financial RepresentativeCRD 1330574

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth