Woodmen Financial Services, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
276
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 a corporation that has been SEC-registered since 2002. FINTRX classifies the firm as unclassified and records its owner type as a mix of domestic entity and individual ownership. The profile indicates the firm is not flagged as a capital allocator and is not identified as an active ESG investor. The firm did not provide descriptive information about its business activities, advisory services, or affiliations to FINTRX, so there is limited visibility into its client focus, fee models, or investment process from the available data. FINTRX also marks the firm as not a multi-state adviser, despite the office footprint reported in location data.

Assets & Accounts

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

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Contacts

3 of 271
  • Terigene White

    Senior AnalystCRD 5055011

  • Ronald Ginn

    Ronald Ginn

    Recruiting Sales ManagerCRD 6410531

  • Timothy Riemer

    Financial RepresentativeCRD 7237654

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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