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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 02-21-1989
- Office Locations
- 15
Office Locations
About OFG Financial Services, Inc.
OFG Financial Services, Inc. is a Topeka, KS–based firm serving retail and institutional clients with financial planning spanning insurance and investing, retirement planning, estate planning, and wealth preservation. The team emphasizes client education and provides market data and research resources, and commonly builds portfolios using mutual funds and ETFs alongside risk-management and insurance solutions. Operates across a multi-office footprint.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES KENNETH OGDON
DIRECTOR, President
- CRD
- #351370
- Ownership
- 75% or more
TYLER JOHN MCMASTER
Principal, SENIOR VICE PRESIDENT
- CRD
- #2368175
- Ownership
- Less than 5%
Vector atlas
Meridian ridge
- CRD
- #57173
- Ownership
- 32.3%
Showing 2 of 3 owners & executives
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MARY LOUISE ALLEN
--
- CRD
- #2352862
NICHOLAS LEE ASH
Owner
- CRD
- #6244799
Signal beacon
North eagle optima
- CRD
- #35682
Showing 2 of 55 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $271,000,000 | $318,824 |
| Total | $271,000,000 | $318,824 |
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Separately Managed Accounts
Total SMA Asset: $271,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $572,795,993 | 19.9% |
| Equity - Exchange | $659,147,147 | 22.9% |
| Corporate - Investment Grade | $518,106,928 | 18.0% |
| Cash | $259,053,464 | 9.0% |
| Municipal Bonds | $523,863,672 | 18.2% |
| U.S. Government/Agency | $345,404,618 | 12.0% |
| Total | $2,878,371,822 | 100.0% |