Ofg Financial Services, Inc.
Ofg Financial Services, Inc. (CRD# 23940) is a financial advisory firm headquartered in Topeka, KS. They manage $100,000,000 in 350 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management100MILLION
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$285,714
- 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
Kelli Webb (CRD# 2097381) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in Salina, KS and has over 33 years of experience in the finance industry.
Kevin Webb (CRD# 5378636) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in New Braunfels, TX and has over 16 years of experience in the finance industry.
Eddie Balluch (CRD# 6672419) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in Salina, KS and has over 7 years of experience in the finance industry.
Jake Lebahn (CRD# 7824691) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in Topeka, KS and has 1 year of experience in the finance industry.
John Phinney (CRD# 2578246) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in College Station, TX and has over 29 years of experience in the finance industry.
Bradley Veenendaal (CRD# 6483797) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in Salina, KS and has over 2 years of experience in the finance industry.
Jordan Webb (CRD# 6224173) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in Salina, KS and has over 10 years of experience in the finance industry.
Dean Willeford (CRD# 1659981) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in San Antonio, TX and has over 6 years of experience in the finance industry.