firm profile
Ofg Financial Services, Inc.
Overview
Ofg Financial Services, Inc. is a Broker Dealer and registered investment adviser based in Topeka, KS, registered since 1989. It reports $271M in assets under management across 850 accounts, with 30 employees. Its 55 registered representatives work across 14 branch offices in 3 states.
- Reported AUM
- $271M
- Accounts
- 850
- Average account
- $319K
- Employees
- 30
- Registered reps
- 55
- Branch offices
- 14
- Registered since
- 1989
- Jurisdictions
- 25
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
- Products and services
Executive officers 3 of 3
- James Kenneth Ogdon President, Director CRD 351370
- Todd Matthew Payne Secretary, Treasurer, Director CRD 5513536
- Tyler John McMaster Senior Vice President CRD 2368175
Registered reps 3 of 55
- Mary Louise Allen Insurance Agent · Registered Rep CRD 2352862
- Nicholas Lee Ash Insurance Agent · Registered Rep CRD 6244799
- Barbara Jeanne Berry Insurance Agent · Registered Rep CRD 4877035
52 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 120 SE 6th Ave Ste 105
Topeka, KS 66603 - County
- Shawnee
- Metro area
- Topeka, KS
- Region
- Midwest
- Branch offices
- 14 in 3 states, including Floresville, TX, Fort Scott, KS and College Station, TX
Registrations
- SEC registered, corporation formed in Kansas
- Registered in 25 jurisdictions
- Website: ofgfinancial.com
Every state, with registration dates
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