Woodmen Financial Services, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
278
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 is recorded as SEC-registered since 2002. The ownership is listed as a combination of a domestic entity and an individual. The firm’s classification in the record is “unclassified.” The available snapshot flags several negative attributes rather than active specializations: it is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The dataset does not disclose the firm’s client mix, fee structure, specific business lines, or advisory activities.

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 5
  • Nicholas Olari

    Nicholas Olari

    Vice President, Chief Compliance OfficerCRD 6079027

  • Jacob Day

    Jacob Day

    VP, Chief Investment OfficerCRD 5003086

  • Cynthia Bengtson

    Cynthia Bengtson

    VP, Chief Investment OfficerCRD 6073749

Unlock 2 more executives

Contacts

3 of 273
  • Terigene White

    Senior AnalystCRD 5055011

  • Ronald Ginn

    Ronald Ginn

    Recruiting Sales ManagerCRD 6410531

  • Timothy Riemer

    Financial RepresentativeCRD 7237654

Unlock 270 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth