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
Salina, KS 67401
Credentials
Series 63, Series 65
Industry experience
1 year
$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%
$50 to $500 per hour depending on complexity; may be negotiable and possibly discounted or waived if client also uses portfolio management services.
OFG Financial Services, Inc.
2024 - Present (2 years)
Advanced Auto Parts
2023 - 2024 (1 year)
UPS
2021 - Present (5 years)
Fort Hays State University
2021 - 2023 (2 years)
Empowered Electric
2020 - 2021 (1 year)
Parker Hannifan Hose Products
2019 - 2020 (1 year)
Heineken Electric
2018 - 2019 (1 year)
Cloud County Community College
2017 - 2018 (1 year)
Heineken Electric
2017 - 2018 (1 year)
Best Buy
2015 - 2017 (2 years)
Kansas State University
2014 - 2017 (3 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.
CFP®, Series 66
Salina, KS
Edward Jones
Series 66
Salina, KS
Edward Jones
CFP®, Series 66
Salina, KS
Foundation Wealth Planning
Series 63, Series 65
Salina, KS
Chief Advisors Corp
Series 66
Salina, KS
United Capital Management of Kansas, Inc.
Series 63, Series 66
Salina, KS
OFG Financial Services, Inc.
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