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William Hunter Sharpe

Woodmen Financial Services, Inc.

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About William Hunter Sharpe

William Hunter Sharpe is a financial advisor with Woodmen Financial Services, Inc. William Sharpe has been in the financial services industry since 2002. He has experience in several areas of financial planning including investment company products and variable contracts. He is registered with the state of Texas and holds the Series 6, Series 63 and SIE licenses.

Firm Information

William Sharpe 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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William Sharpe’s Registration & Firm History

NE

10/14/2002 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

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Licenses & Designations

BC

Issued 01/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Hunter Sharpe.
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