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Todd Boswell

Woodmen Financial Services, Inc.

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About Todd Boswell

Todd Boswell is a financial advisor with Woodmen Financial Services, Inc. Todd has been in the industry since August 11, 2021. Todd has passed the Series 63, Series 6TO and the SIE exams. Todd is registered in North Carolina and South Carolina.

Firm Information

Todd Boswell 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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Todd Boswell’s Registration & Firm History

NE

08/12/2021 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

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Licenses & Designations

BC

Issued 12/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2021

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

BC

Issued 06/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Boswell.
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