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Ofg Financial Services, Inc.

● SEC registered since 2023CRD 23940SEC# 801-127727Topeka, KS
Export (members)
Reg. AUM
$270M
Employees
37
Accounts
850
Location
Topeka, KS

Ofg Financial Services, Inc. assets under management

Ofg Financial Services, Inc. is an SEC-registered investment adviser based in Topeka, KS. The firm has been registered since 2023. It reports $270 million in regulatory assets under management and employs 37 people.
www.ofgfinancial.comView on SEC.gov ↗

Ofg Financial Services, Inc. owners & executives

3 reported
NameTitleOwnershipSince
James Kenneth Ogdon ControlPresident & DirectorOver 75%1991
Todd Matthew Payne ControlSecretary-Treasurer, Director & CcoUnder 5%2008
Tyler John McMaster ControlSenior Vice PresidentUnder 5%2023

Frequently asked questions

How much does Ofg Financial Services, Inc. manage?

Ofg Financial Services, Inc. reports $270 million in regulatory assets under management on its Form ADV.

How many employees does Ofg Financial Services, Inc. have?

Ofg Financial Services, Inc. reports 37 employees.

Where is Ofg Financial Services, Inc. located?

Ofg Financial Services, Inc. is based in Topeka, KS and has been SEC-registered since 2023.

Does Ofg Financial Services, Inc. disclose fund performance?

Ofg Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 SE 6th Avenue, Townsite Plaza #2, Suite 105, Topeka, KS 66603-3515
Phone785-233-4071
Fax785-233-5746
Office hours8:30 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK840770
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$270M
Total (RAUM)$270M