WEALTH ADVISORS GROUP

Legal name: SECURITY FINANCIAL SERVICES, INC.

CRD 122050File 801-69787

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.34B

Above cohort median (national)

Discretionary AUM

$1.32B

Non-discretionary $26.0M

Clients

1,057

3,297 accounts

Employees

Top 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jan 2, 2009
Principal office: 12726 COLDWATER ROAD, FORT WAYNE, IN, 46845
Phone: 260-619-3100
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/9304417/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.34B
Discretionary AUM: $1.32B
Non-discretionary AUM: $26.0M
Discretionary accounts: 3,189
Non-discretionary accounts: 108
Total accounts: 3,297
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$48.5M
Charitable organizations	9	$226.6M
High net worth individuals	283	$766.5M
Pension and profit sharing plans	20	$6.8M
Individuals (other than high net worth individuals)	730	$293.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.