Full text of WOODMEN FINANCIAL SERVICES, INC.'s X-17A-5 filed 2026-03-24 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ FINANCIAL STATEMENT istered Public Accounting Firm C. Year Ended December 31, 2023 With Report of Independent Reg Woodmen Financial Services, In {1}------------------------------------------------ #### UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden ho # ANNUAL REPORTS FORM X-17A-5 PART III | ours per response: | 14 | | |--------------------|----|--| | | | | | SEC FILE NUMBER | | | FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 01/01/25 12/31/25 AND ENDING FILING FOR THE PERIOD BEGINNING MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION # NAME OF FIRM: Woodmen Financial Services, Inc TYPE OF REGISTRANT (check all applicable boxes): [ Broker-dealer ] Security-based swap dealer @ Major security-based swap participant O Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 1700 Farnam St | | (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 | | | | Deloitte & Touche LLP | (Name - if individual, state last, first, and middle name) | | | | 30 Rockefeller Plaza | New York | NY | 10112 | | (Address) | (City) | (State) | (Zip Code) | | 10/20/2003 | 34 | | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | FOR OFFICIAL USE ONLY | | | | | | | | \* Claims for exemption from the requirement that the annual reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {2}------------------------------------------------ #### AFFIRMATION OATH OR A | I, Tim Buderus | | r (or affirm) that, to the best…Read the full text as markdown