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 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
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 4Rahja Porter
Chief Compliance OfficerCRD 6860469

Jacob Day
VP, Chief Investment OfficerCRD 5003086
Cynthia Bengtson
VP, Chief Investment OfficerCRD 6073749
Contacts
3 of 273Aaron Thomas
Securities PrincipalCRD 5147409

Scott Aschoff
Sr. Sales WholesalerCRD 3072002

Thomas Wood
Financial RepresentativeCRD 1330574
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
Similar firms
Axos Clearing LLC
Broker-DealerOmaha, NE
Teckmeyer Financial Services, L.L.C.
Broker-DealerOmaha, NE
Mutual of Omaha Investor Services, Inc.
Broker-DealerOmaha, NE
Haley Securities, Inc.
Broker-DealerOmaha, NE
Weitz Securities, Inc.
Broker-DealerOmaha, NE
Carson Group Brokerage, LLC
Broker-DealerOmaha, NE