Topeka, KS Townsite Plaza logo

Topeka, KS Townsite Plaza Office

Team
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OFG Financial Services, Inc. logo

OFG Financial Services, Inc.

Team

Firm-wide stats for OFG Financial Services, Inc.

Total advisors

28

Across 9 offices

Clients per advisor

30 Very Low

Avg AUM per client

$247,059 Very Low

HNW client ratio

0% Very Low

About

OFG Financial Services is a multi-advisor SEC-registered investment adviser that serves individuals and corporate clients, reporting approximately $271 million in client assets, about 850 client relationships, and a team of 28 advisors. The firm provides portfolio management across multiple platforms (including Orion, Charles Schwab, RBC Capital Markets and AssetMark), written financial planning, and limited consulting, and it facilitates timing/management relationships with third‑party managers.

OFG employs fundamental analysis to construct portfolios that commonly emphasize no‑load mutual funds but may include a broad range of securities, and it delivers written financial plans and targeted consultations. The firm manages accounts on a non‑discretionary basis only (it does not accept discretionary authority) and typically asks clients to direct brokerage, with many accounts cleared through its affiliated broker‑dealer and RBC Capital Markets.

Noteworthy aspects include the firm’s integrated broker‑dealer and insurance activities: many investment adviser representatives are also registered representatives or licensed insurance agents who may implement recommendations in their separate capacities and receive commissions, and the firm has an affiliated insurance entity (OFG Planning Services, Inc.). OFG also acts as a solicitor for third‑party timing and management firms and disclosed a prior FINRA finding related to its broker‑dealer’s e‑mail supervisory procedures, a matter the firm reports has been addressed.

Based on OFG Financial Services, Inc.

Expertise

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)

Based on OFG Financial Services, Inc.

Location

Townsite Plaza #2, Suite 105, 120 SE 6th Avenue

Topeka KS 66603-3515

Advisors at this office

15

Advisors at this office

user avatar

Jake L

Series 66

Topeka, KS

OFG Financial Services, Inc.

Jake Lebahn is a financial advisor at OFG Financial Services, Inc. with two years of industry experience. Prior to joining OFG in 2023, he worked for Alpha Media Topeka for 17 years. He holds a Series 66 designation and spends part of his time involved in life insurance commissions with Midland National, Lincoln Financial, and SILAC. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios primarily composed of no-load mutual funds and listed securities, offering non-discretionary advice tailored to client objectives.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Mitchell Q

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Mitchell Quick is a financial advisor with OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with OFG Financial Services since 2012. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients, managing approximately $271 million in assets across about 850 client relationships. The firm emphasizes fundamental analysis and non-discretionary portfolio management, offering written financial plans and consulting while integrating broker-dealer and insurance activities.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert T

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Robert Tersinar is a financial advisor with OFG Financial Services, Inc. in Fort Scott, Kansas, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in agricultural activities as a sole proprietor of a family farm and serves on the City of Girard Planning Board. OFG Financial Services serves individuals and corporations with investment advisory and planning services, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm employs fundamental analysis to build portfolios with an emphasis on no-load mutual funds and listed securities, providing advice on both long- and short-term investments and managing accounts on a non-discretionary basis.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Weston W

Series 66

Topeka, KS

OFG Financial Services, Inc.

Weston Woodring is a financial advisor at OFG Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. He also serves as a youth minister at Joplin Calvary Church of the Nazarene and is involved with Acumen Fiscal Agent LLC, where he supports individuals with special needs. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm offers portfolio management using fundamental analysis, written financial planning, and consulting services, operating on a non-discretionary basis and often integrating broker-dealer and insurance activities.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Matthew C

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Matthew Campbell is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining OFG Financial Services, he worked in educational roles at Pittsburg State University, Fort Scott Community College, and Fort Scott High School. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm employs fundamental analysis to construct non-discretionary portfolios that often emphasize no-load mutual funds and provides written financial planning and consulting services.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Larry D

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Larry Davenport is a financial advisor with OFG Financial Services, Inc. in Fort Scott, KS, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with OFG Financial Services since 2002. Outside of his advisory role, he is involved with SEK Financial Services, LLC, where he spends a significant portion of his time on retirement planning and insurance services. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios primarily featuring no-load mutual funds and listed securities, managing accounts on a non-discretionary basis.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Katherine M

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Katherine Mcmaster is a financial advisor with OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with OFG since 2009 and serves as an Investment Advisor Representative for Cobbler Capital Management LLC since 2016. Additionally, she spends part of her time enrolling eligible participants into Section 125 benefit plans. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios focused on no-load mutual funds and listed securities, offering non-discretionary portfolio management along with written financial planning and consulting.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Mason K

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Mason Knopp is a financial advisor with OFG Financial Services, Inc. in Fort Scott, Kansas, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at SEK Financial LLC, First Guaranty Bank, and Southern Louisiana University. Outside of financial advising, he is involved in personal cattle operations. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives prior to recommendations.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jonathan G

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Jonathan Gatz is a financial advisor with OFG Financial Services, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation. Outside of his advisory role, he is involved in marketing securities and insurance products through his ownership in related business entities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before recommendations.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Leasa H

ChFC®, Series 63

Topeka, KS

OFG Financial Services, Inc.

Leasa Huffman is a ChFC® and Series 63 licensed advisor with OFG Financial Services, Inc., where she has worked since 2002. She has 39 years of industry experience. Outside of her advisory role, she is involved in selling essential oils through doTerra. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis to build portfolios primarily with no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Chris D

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Chris Davenport is a financial advisor at OFG Financial Services, Inc. with one year of industry experience. He previously worked at Heartland Business Capital for six years and GN Bank for four years. Outside of his advisory role, he owns two investment LLCs related to long-term and short-term rental properties. OFG Financial Services is an SEC-registered multi-advisor firm serving individuals and corporate clients with approximately $271 million in assets under management. The firm employs fundamental analysis to construct portfolios primarily emphasizing no-load mutual funds and offers written financial planning and consulting services on a non-discretionary basis.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Todd P

Series 66

Topeka, KS

OFG Financial Services, Inc.

Todd Payne is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, with 17 years of industry experience. He holds the Series 66 designation and has been with OFG Financial Services since 2008. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets for about 843 client relationships. The firm employs fundamental analysis to build portfolios primarily consisting of no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives before recommendations.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

James S

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

James Sather is a financial advisor at OFG Financial Services, Inc. with 25 years of industry experience. He has been with OFG Financial Services since 2000 and holds Series 63 and Series 65 licenses. His other business activities include retirement planning and selling mutual funds and variable annuities through SEK Investments, LLC. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing about $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis to build portfolios primarily consisting of no-load mutual funds and listed securities, managing client accounts on a non-discretionary basis.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Richard H

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Richard Higgs Jr. is a financial advisor with OFG Financial Services, Inc. in Topeka, Kansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with OFG Financial Services since 1993. Outside of advising, he serves as a board member of Wabunsee Pines Golf Course and is president and owner of Higgs Financial Services, which focuses on insurance sales including life, group, LTC, health, and fixed annuities. OFG Financial Services provides investment advisory and planning services to individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm employs fundamental analysis to build portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives prior to implementing recommendations.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Tyler M

Series 63, Series 65

Topeka, KS

OFG Financial Services, Inc.

Tyler Mcmaster is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2015. Outside of his advisory role, he works as a contracted football official for K-12 games. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios primarily composed of no-load mutual funds and listed securities, offering non-discretionary advice tailored to client objectives.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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