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Lisa Smith Bishop

Woodmen Financial Services, Inc.

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About Lisa Smith Bishop

Lisa Bishop is a financial professional with over 20 years of experience in the industry. Lisa is currently registered with Woodmen Financial Services, Inc. and holds a Series 6, Series 63, and SIE license. Lisa is registered in Alabama and Florida.

Firm Information

Lisa Bishop 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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Lisa Bishop’s Registration & Firm History

NE

05/05/2003 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

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Licenses & Designations

BC

Issued 05/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Smith Bishop.
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