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Allyson Brinkoeter Davis

Woodmen Financial Services, Inc.

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About Allyson Brinkoeter Davis

Allyson Brinkoeter Davis is a financial advisor with Woodmen Financial Services, Inc. Allyson has been in the industry since November 2016. Allyson is registered with FINRA and has passed the Series 6, Series 63, and SIE exams. Allyson is licensed in Oklahoma and Texas.

Firm Information

Allyson Davis 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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Allyson Davis’s Registration & Firm History

NE

11/28/2016 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

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Licenses & Designations

BC

Issued 12/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allyson Brinkoeter Davis.
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