Jonathan Gatz (CRD# 5025033) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in Topeka, KS and has over 18 years of experience in the finance industry.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ofg Financial Services, Inc. | Topeka, KS | Aug 2019 - Current | 4 |
| Royal Alliance | Overland Park, KS | Oct 2017 - Jul 2019 | 1 |
| National Planning Corporation | Parsons, KS | Aug 2009 - Oct 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- AZ
- KS
- MO
- OK
- TX
-
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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