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Aaron Paul Anderson

Woodmen Financial Services, Inc.

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About Aaron Paul Anderson

Aaron Anderson is a financial professional with over two years of experience in the financial services industry. Aaron is registered with Woodmen Financial Services, Inc. in Nebraska. Aaron holds the Series 6, Series 7, Series 63 and SIE licenses. Prior to joining Woodmen Financial Services, Inc., Aaron worked at TD Ameritrade, Inc. and T. Rowe Price Investment Services, Inc..

Firm Information

Aaron Anderson is currently registered with Woodmen Financial Services, Inc.. Woodmen Financial Services, Inc. is a Corporation formed on July 11, 2001, and is registered in 39 jurisdictions, including the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

267

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aaron Anderson’s Registration & Firm History

NE

11/28/2022 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

NE

10/23/2020 - 12/22/2020

TD AMERITRADE, INC. (OMAHA NE)

CO

12/07/2018 - 08/31/2020

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BC

Issued 12/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Paul Anderson.
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