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Home > Retirement Planners > kansas > topeka > OFG FINANCIAL SERVICES, INC.
OFG FINANCIAL SERVICES, INC.
120 Se 6th Avenue
Townsite Plaza #2, Suite 105
Topeka, Kansas 66603-3515
Tel: 785-233-4071
About OFG FINANCIAL SERVICES, INC.
OFG FINANCIAL SERVICES, INC, formally registered with the SEC as OFG FINANCIAL SERVICES, INC. The firm was established in 04/24/2023. They have over 5 offices throughout the country.
OFG FINANCIAL SERVICES, INC. is a Topeka, Kansas based Financial Planning firm with nearly $196,000,000 assets under management, offering retirement planning & investment advisory services to 800 clients. The firm is staffed with 33 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 23940 |
| SEC# | 801-127727 |
| Assets Managed by Firm | $196,000,000 |
| No. of Clients | 800 |
| No. of Advisors | 33 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (TIMING SERVICES PROVIDED BY OTHERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 800 | $196,000,000 |
| Individuals (other than high net worth individuals) | 793 | $194,000,000 |
| Corporations or other businesses | 7 | $2,000,000 |
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