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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-21-1989
- Office Locations
- 16
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.
Reported data analysis
What the numbers show
Between July 29, 2025 and March 26, 2026, reported AUM increased 0.4%, from $270.0M to $271.0M.
Across 4 reported observations, AUM increased 171.0% between April 5, 2023 and March 26, 2026, from $100.0M to $271.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 30 advisory representatives and 856 clients, or 28.5 clients per representative. That equates to $316.6K in reported AUM per client.
The profile lists 16 reported office locations and 37 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full OFG Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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MARY LOUISE ALLEN
--
- CRD
- #2352862
NICHOLAS LEE ASH
Owner
- CRD
- #6244799
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
SMA allocation detail is available
OFG Financial Services, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.