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Aaron Thomas

Woodmen Financial Services, Inc.

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About Aaron Thomas

Aaron Thomas is a registered representative with Woodmen Financial Services, Inc. Aaron has been in the financial industry since 2010. Aaron is currently registered in Nebraska. Aaron has held previous registrations with D.A. Davidson & Co., LPL Financial LLC, BANCWEST INVESTMENT SERVICES, INC., SECURITIES AMERICA, INC., AMERIPRISE FINANCIAL SERVICES, INC., PACIFIC SELECT DISTRIBUTORS, INC., and TD AMERITRADE, INC.

Firm Information

Aaron Thomas 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 Thomas’s Registration & Firm History

NE

08/07/2024 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

NE

05/03/2023 - 08/06/2024

D.A. DAVIDSON & CO. (OMAHA NE)

NE

03/02/2022 - 02/21/2023

LPL FINANCIAL LLC (OMAHA NE)

NE

02/08/2017 - 02/24/2022

BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)

NE

11/04/2016 - 02/03/2017

SECURITIES AMERICA, INC. (OMAHA NE)

NE

06/24/2014 - 11/03/2016

LPL FINANCIAL LLC (OMAHA NE)

NE

08/15/2012 - 11/06/2013

AMERIPRISE FINANCIAL SERVICES, INC. (OMAHA NE)

NE

08/03/2010 - 10/26/2010

SECURITIES AMERICA, INC. (LAVISTA NE)

NE

12/12/2007 - 11/04/2009

PACIFIC SELECT DISTRIBUTORS, INC. (OMAHA NE)

NE

02/02/2007 - 10/18/2007

TD AMERITRADE, INC. (BELLEVUE NE)

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Licenses & Designations

BOTH

Issued 07/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Thomas.
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