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
Webb City, MO
Credentials
Series 66
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)
Acumen Fiscal Agent LLC
2022 - Present (4 years)
Webb City R-VII School District
2021 - Present (5 years)
Parity Services
2018 - 2021 (3 years)
Chances of Hope
2016 - 2017 (1 year)
Joplin Calvary Church of the Nazarene
2016 - Present (10 years)
Arc of the Ozarks
2015 - 2016 (1 year)
Miss Jaime's
2013 - Present (13 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®, CPA, PFS™
Carthage, MO
Foundations Financial Planning, LLC
I am a Certified Public Accountant and Certified Financial Planner who specializes in stock option compensation planning, tax planning, and wealth management. I work primarily with self employed individuals and executives receiving equity compensation from public companies. I started Foundations Financial Planning, LLC to utilize my tax and financial planning experience to provide comprehensive services for my clients. After graduating with a Master's degree in Accounting from the University of Missouri, I obtained my CPA license and worked for PricewaterhouseCoopers. In 2014, I began my own tax practice while working full time in the finance industry. Working with personal taxes made me realize the importance of comprehensive financial planning. Too many people miss out on potential savings because of a lack of planning. In 2016, I obtained my Personal Financial Specialist (PFS) license in order to become an investment advisor to assist people with comprehensive financial planning. In 2019, I officially became a CFP® which helps me provide the best service to my clients. Whatever your situation is, I am here to help!
Series 66
Carthage, MO
Edward Jones
Series 66
Joplin, MO
Edward Jones
Series 66
Carthage, MO
Edward Jones
Series 63, Series 66
Joplin, MO
Edward Jones
Series 63, Series 66
Carthage, MO
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")