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. Public records list ownership as a combination of a domestic entity and an individual, and the firm is recorded with an “unclassified” advisory classification. The data available on the firm is limited: it reports that it is not a capital allocator, it does not identify as an active ESG investor, and it is not designated as a multi-state adviser. Information on client segments, fee structure, specific advisory activities, or investment preferences was not supplied in the source material.
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 276Aaron 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
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