WOODMEN FINANCIAL Services Files X-17A-5 for 2025 Period
| Field | Detail |
|---|---|
| Company | Woodmen Financial Services, Inc. |
| Form Type | X-17A-5 |
| Filed Date | Mar 24, 2026 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 1 min |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: regulatory-filing, broker-dealer, financial-report
TL;DR
**WOODMEN FINANCIAL SERVICES just dropped its annual financial report, giving us a peek at their 2025 numbers.**
AI Summary
WOODMEN FINANCIAL SERVICES, INC. filed an X-17A-5 report on March 24, 2026, for the period ending December 31, 2025. This filing, required by the SEC, provides a detailed financial snapshot of the broker-dealer's operations, including its assets, liabilities, and capital. For investors, this matters because it offers transparency into the company's financial health and regulatory compliance, which are crucial indicators of stability and operational integrity for any financial services firm.
Why It Matters
This filing provides a crucial look into the financial health and regulatory compliance of WOODMEN FINANCIAL SERVICES, INC., which is essential for assessing its stability as a broker-dealer.
Risk Assessment
Risk Level: low — This is a routine regulatory filing, not indicative of immediate risk, but rather a transparency measure.
Analyst Insight
A smart investor would review the detailed financial statements within the full X-17A-5 report (PUBLIC 2025WFSIReportPublicA1.pdf) to assess the company's capital adequacy, operational efficiency, and compliance with regulatory requirements for the period ending December 31, 2025.
Key Numbers
- 2025-12-31 — Period of Report (The financial period covered by this X-17A-5 filing.)
- 2026-03-24 — Filing Date (The date the X-17A-5 report was filed with the SEC.)
- 008-53592 — File No. (The SEC file number associated with WOODMEN FINANCIAL SERVICES, INC.)
Key Players & Entities
- WOODMEN FINANCIAL SERVICES, INC. (company) — the filer of the X-17A-5 report
- SEC (company) — the regulatory body requiring the filing
- 0001146202 (person) — the CIK (Central Index Key) for the filer
FAQ
What type of filing is this and what does it cover?
This is an X-17A-5 filing, also known as a FOCUS Report, which is a financial and operational report required by the SEC for broker-dealers. It covers the financial period ending December 31, 2025, for WOODMEN FINANCIAL SERVICES, INC.
When was this specific filing submitted and accepted by the SEC?
The filing was submitted and accepted by the SEC on March 24, 2026, at 11:38:56.
Filing Stats: 360 words · 1 min read · ~1 pages · Grade level 13.8 · Accepted 2026-03-24 11:38:56
Filing Documents
- primary_doc.html (X-17A-5)
- primary_doc.xml (X-17A-5) — 2KB
- 2025WFSIReportPublicA1.pdf (FULL) — 2020KB
- 0001146202-26-000001.txt ( ) — 2742KB
From the Filing
Form X-17A-5 Filer Information UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ANNUAL AUDITED REPORT Form X-17A-5 Part III FACING PAGE Information Required of Brokers and Dealers Pursuant to Section 17 of the Securities Exchange Act of 1934 and Rule 17a-5 Thereunder OMB APPROVAL FORM X-17A-5 OMB Number: 3235-0123, 3235-0749 Estimated average burden hours per response: 12.00 X-17A-5: Filer Information Is this a LIVE or TEST Filing? LIVE TEST Would you like a Return Copy? Is this an electronic copy of an official filing submitted in paper format? Confirming Broker Dealer Copy File Number Confirming Security-Based Swap Entity Copy File Number Submission Contact Information Name Phone E-Mail Address Notify via Filing Website only? X-17A-5: Submission Information Report for the Period Beginning 01-01-2025 and Ending 12-31-2025 Type of Registrant Broker-dealer Security-based swap dealer Major security-based swap participant OTC derivatives dealer Material Weakness Does this submission include an accountant's report covering the compliance report that indentifies one or more material weaknesses? Yes No X-17A-5: A. Registrant Identification Name of Firm WOODMEN FINANCIAL SERVICES, INC. Address of Principal Place of Business (Do not use P.O. Box No.) Address 1 1700 FARNAM STREET NEBRASKA Mailing Zip/ Portal Code 68102 Name and Telephone Number of Person to Contact in Regard to this Report Name Lindsey Eblen Telephone Number 4026618363 X-17A-5: B. Accountant Identification Independent Public Accountant Name - if individual, state last, first, and middle name Deloitte & Touche LLP Address 1 30 Rockefeller Plaza NEW YORK Mailing Zip/ Postal Code 10112 Check One Certified Public Accountant Certified Public Accountant not resident in United States or any of its possessions X-17A-5: Signature Oath or Affirmation I , Tim Buderus, swear (or affirm) that, to the best of my knowledge and belief, the financial report pertaining to the firm of WOODMEN FINANCIAL SERVICES, INC., as of 12-31-2025, is true and correct. I further swear (or affirm) that neither the company nor any partner, proprietor, principal officer or director has any proprietary interest in any account classified solely as that of a customer, except as follows: Signature Tim Buderus Title President & CEO