Advisor at OFG Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OFG Financial Services, Inc.
Location
Yukon, OK
Credentials
Series 63, Series 65
Industry experience
25 years
Lawrence Ruzicka is a financial advisor with OFG Financial Services, Inc. in Yukon, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with OFG Financial Services since 2001. In addition to advisory services, he spends a small portion of his time selling health and life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis, employing primarily no-load mutual funds and a mix of listed securities, and manages accounts on a non-discretionary basis.
Based on OFG Financial Services, Inc.
Based on OFG Financial Services, Inc.
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.70% Over $5,000,000+: 0.65%
Associated persons may earn commissions from securities and insurance product sales through OFG’s Broker-Dealer, separate from advisory fees.
$50 to $500 per hour for financial planning and consulting services, negotiable.
Fee-only: Financial planning and consulting fees charged hourly, ranging from $50 to $500 per hour, negotiable in certain circumstances.
Yukon, OK
Oklahoma
OFG Financial Services, Inc.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFA®, Series 63
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CFA®, Series 63, Series 65
Oklahoma City, OK
Servo Wealth Management LLC
CFP®, Series 65
Oklahoma City, OK
Flatlands Wealth LLC
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