AdFi
OF

OFG Financial Services, Inc.

SEC Registered
Assets Under Management
$100M–$500M
Office Locations
5 offices
Total Accounts
850

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsCorporations

Leadership

James Kenneth Ogdon
PRESIDENT & DIRECTOR
Todd Matthew Payne
SECRETARY-TREASURER, DIRECTOR & CCO
Tyler John Mcmaster
SENIOR VICE PRESIDENT

Office locations

5 offices in 2 states
KS
TopekaHQ
KS
Salina
TX
College Station
KS
Topeka
KS
Overland Park

Advisors at this firm

28 advisors in the directory

Richard Dale Higgs Jr
Investment Adviser Representative
Dual-registered
Leasa Elenora Huffman
Investment Adviser Representative
Dual-registered
Charles Hal Kooken Jr
Investment Adviser Representative
Dual-registered
Dean Alan Willeford
Investment Adviser Representative
Dual-registered
Steven Craig Colson
Investment Adviser Representative
Dual-registered
Douglas Brent Massey
Investment Adviser Representative
Dual-registered
Tyler John McMaster
Investment Adviser Representative
Dual-registered
John David Phinney
Investment Adviser Representative
Dual-registered
Katherine Cassidy McMaster
Investment Adviser Representative
Dual-registered
Douglas Keith Crum
Investment Adviser Representative
Dual-registered
Jesse Newton Burditt III
Investment Adviser Representative
Dual-registered
Larry Lynn Davenport
Investment Adviser Representative
Dual-registered
James Dale Sather
Investment Adviser Representative
Dual-registered
Lawrence Kyle Ruzicka
Investment Adviser Representative
Dual-registered
Jonathan Bernard Gatz
Investment Adviser Representative
Dual-registered
Kevin Kord Webb
Investment Adviser Representative
Dual-registered
Lorin Dale Kieschnick
Investment Adviser Representative
Dual-registered
Todd Matthew Payne
Investment Adviser Representative
Dual-registered
Mitchell J Quick
Investment Adviser Representative
Dual-registered
Robert Kenneth Tersinar
Investment Adviser Representative
Dual-registered
Craig Alan Colson
Investment Adviser Representative
Dual-registered
Benjamin Scott Schroeder
Investment Adviser Representative
Dual-registered
Scott Jackson Marwil
Investment Adviser Representative
Dual-registered
Mason James Knopp
Investment Adviser Representative
Dual-registered
Jake Albert Lebahn
Investment Adviser Representative
Dual-registered
Weston Ray Woodring
Investment Adviser Representative
Dual-registered
Matthew Robert Campbell
Investment Adviser Representative
Dual-registered
Chris Winston Davenport
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#23940
SEC Number
801-127727
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Other
Asset tierAnnual rate
$0 to $250,0001.00%
$250,001 to $500,0000.90%
$500,001 to $1,000,0000.80%
$1,000,001 to $5,000,0000.70%
Over $5,000,0000.65%

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OFG Financial Services, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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OFG Financial Services in Topeka, KS - Fees & Services