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Steven Wayne Schroeder

Woodmen Financial Services, Inc.

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About Steven Wayne Schroeder

Steven Wayne Schroeder is a financial professional with Woodmen Financial Services, Inc. Steven Schroeder is registered with FINRA and has been in the industry for over 6 months. He is licensed to sell securities in Texas. Steven Schroeder holds the Series 63, Series 6TO and SIE licenses.

Firm Information

Steven Schroeder 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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Steven Schroeder’s Registration & Firm History

NE

11/15/2023 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

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Licenses & Designations

BC

Issued 02/12/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Wayne Schroeder.
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