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. Ownership is listed as a combination of a domestic entity and individual ownership. Within the available dataset the firm is categorized as "Unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has provided little public disclosure about its business or advisory activities, client types, or fee arrangements. The absence of those details in the record limits what can be said about its client-facing model, product lineup, or target market.
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 5NICHOLAS 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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