WOODMEN FINANCIAL SERVICES, INC. X-17A-5 (2024-03-19) — Broker-dealer annual report

Full text of WOODMEN FINANCIAL SERVICES, INC.'s X-17A-5 filed 2024-03-19 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ #### F I N A N C I A L S T A T E M E N T S A N D S U P P L E M E N T A L I N F O R M A T I O N Woodmen Financial Services, Inc. Years Ended December 31, 2023 and 2022 With Report and Supplemental Report of Independent Registered Public Accounting Firm {1}------------------------------------------------ | | (No. and Street) | | | |---------------------------------------------------------------|---------------------------------------------------------------------------|------------------------|--------------------------------------------| | Omaha | NE | | 68102 | | (City) | (State) | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Lindsey Eblen | 402-661-8363 | leblen@woodmenlife.org | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | Ernst & Young, LLP | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | | | 1200 Main St | (Name - if individual, state last, first, and middle name)<br>Kansas City | MO | 64105 | | | (City) | (State) | (Zip Code) | | | | 42 | | | (Address)<br>(Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | {2}------------------------------------------------ | Tim Buderus | swear (or affirm) that, to the best of my knowledge and belief, the | |----------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------| | tinancial report pertaining to the firm of Woodmen Financial Services, Inc | as of | | 12/31 | , 23 | | | partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified solely | | as that of a customer. | | | | | | | Signature: | | | | - - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ # Financial Statements and Supplemental Information Years Ended December 31, 2023 and 2022 # **Contents** | Report of Independent Registered Public Accounting Firm<br>1 | | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--| | Financial Statements | | | Statements of Financial Condition<br>3<br>Statements of Operations<br>4<br>State…

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