Steven Colson
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.
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.
Location
College Station, TX 77840
Credentials
ChFC®, Series 63, Series 65
Industry experience
34 years
Steven Colson is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years with OFG Financial Services and over 28 years as an independent agent. Outside of his advisory role, he is involved in executive financial services focused on life and health insurance and fixed annuities, and he holds stock in Lion Street, Inc., an independent marketing organization for life insurance products. OFG Financial Services serves individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm provides non-discretionary portfolio management and financial planning, employing fundamental analysis with an emphasis on no-load mutual funds and listed securities.
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.
302 Holleman Drive East, Suite 200
College Station, TX 77840
Texas
Ofg Financial Services, Inc.
1999 - Present (27 years)
Independent Agent Self Employed
1998 - Present (28 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.
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