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Kasadi Cole

Woodmen Financial Services, Inc.

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About Kasadi Cole

Kasadi Cole is a financial advisor with Woodmen Financial Services, Inc. based in Omaha, Nebraska. Kasadi has been in the financial industry since July 2017 and holds Series 7 and Series 66 securities licenses. Kasadi is registered with the state of Texas. Previously, Kasadi worked for Edward Jones in Germantown, Tennessee.

Firm Information

Kasadi Cole 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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Kasadi Cole’s Registration & Firm History

NE

07/02/2024 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

TN

07/26/2017 - 06/27/2024

EDWARD JONES (GERMANTOWN TN)

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Licenses & Designations

BOTH

Issued 08/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kasadi Cole.
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