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The WFG Six Step Process

The WFG 6 Step Process

The above diagram does not necessarily represent the number of actual meetings we have, it simply demonstrates our process.


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Certain individuals associated with Woolman Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with Woolman Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Woolman Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.