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 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
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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