James Sather (CRD# 4188013) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in Fort Scott, KS and has over 23 years of experience in the finance industry.
CRD# 4409277
Edward Jones
CRD# 6035230
Creativeone Wealth, LLC
CRD# 6369751
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ofg Financial Services, Inc. | Topeka, KS | May 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- KS
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts700ACCOUNTS
-
Average Account Value$228,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, KS, MO, OK, TX
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