Investors potentially experienced sales practice violations by securities broker Anthony Allen Brinkmeier (also known as Tony Brinkmeier) [CRD: 6256237, Omaha, Nebraska], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Brinkmeier was registered with Woodmen Financial Services Inc. from April 16, 2014, to August 8, 2019, and later from October 25, 2019, to October 24, 2022. Investors are encouraged to continue reading to discover more about the client disputes disclosed on Brinkmeier’s FINRA BrokerCheck report.
Evidently, a client filed a complaint about Anthony Brinkmeier concerning the sale of an indexed universal life insurance product. Mainly, the client alleged that Brinkmeier made misrepresentations regarding the life insurance product at the time of sale. Because of this, the client allegedly sustained damages related to life insurance products. As a result, on March 9, 2023, Woodmen Financial Services Inc. settled this matter by paying the client $30,000.01 in damages, which reflected the premium paid for the policy.
Notably, a client of Woodmen Financial Services Inc. disputed Anthony Brinkmeier’s sales practices in connection with an indexed universal life insurance product, according to a written complaint. Allegedly, Brinkmeier made misrepresentations and failed to properly disclose how the product was funded. It appears that Brinkmeier caused the client to experience damages involving variable annuities and life insurance products. Consequently, Woodmen Financial Services Inc. opted to settle the matter on November 14, 2023, by compensating the client in the amount of $31,000, which represented the premiums paid.
Also, a client filed a complaint about Anthony Brinkmeier related to the transfer of funds from a variable annuity to fund an indexed universal life insurance product. Primarily, the client alleged that Brinkmeier made misrepresentations at the time of sale. For this reason, the client allegedly incurred damages associated with variable annuities and life insurance products. Therefore, on June 28, 2023, Woodmen Financial Services Inc. settled this matter by paying the client $46,000 in damages.
Did you experience losses because of Anthony Brinkmeier? If so, reach out to Soreide Law Group at (888) 760-6552 or online and speak with a securities attorney about a potential recovery of your investment losses. Soreide Law Group has recovered losses for investors throughout the United States. Also, the firm works on a contingency fee basis and advances all costs. Brinkmeier and the brokerage firms Brinkmeier worked for deny allegations of sales practice violations.
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