DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OFG FINANCIAL SERVICES, INC.

CRD 23940

TOPEKA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:397b73a8-259c-3f1f-28e2-2f2b03da3869

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 9
On other graphs: 0
Observed: Mar 24, 2023 to Mar 26, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=30.0
Regulatory AUM: $271MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $210MderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 28
RAUM per advisor: $9.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 30
Advisory employees: 30
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 850
Individual clients: 850
SEC number: 801-127727
CIK: 840770
CRD: 23940
Filings on the tape: 10
First filed: Mar 24, 2023
Latest filed: Mar 26, 2026
Organised: Corporation, KS
Website: ofgfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 28

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS KEITH CRUM	n/a	College Station, TX \| TOPEKA, KS	26	27	n/a	yes
STEVEN CRAIG COLSON	Chartered Financial Consultant	COLLEGE STATION, TX \| TOPEKA, KS	23	35	n/a	yes
LAWRENCE KYLE RUZICKA	n/a	TOPEKA, KS \| YUKON, OK	20	26	n/a	yes
LORIN DALE KIESCHNICK	n/a	COLLEGE STATION, TX \| TOPEKA, KS	18	19	n/a	yes
JESSE NEWTON BURDITT	n/a	TOPEKA, KS \| BRYAN, TX	18	34	n/a	yes
LEASA ELENORA HUFFMAN	Chartered Financial Consultant	TOPEKA, KS \| WAKARUA, KS	17	25	n/a	yes
TODD MATTHEW PAYNE	n/a	TOPEKA, KS	17	18	n/a	yes
CHARLES HAL KOOKEN	n/a	HUNTSVILLE, TX \| TOPEKA, KS	17	39	1	yes
KEVIN KORD WEBB	n/a	TOPEKA, KS \| NEW BRAUNFELS, TX	17	24	n/a	yes
KATHERINE CASSIDY MCMASTER	n/a	TOPEKA, KS	17	26	1	yes
RICHARD DALE HIGGS	n/a	TOPEKA, KS	16	33	n/a	yes
CRAIG ALAN COLSON	n/a	COLLEGE STATION, TX \| TOPEKA, KS	13	15	n/a	yes
JAMES DALE SATHER	n/a	FORT SCOTT, KS \| TOPEKA, KS	10	26	n/a	yes
ROBERT KENNETH TERSINAR	n/a	TOPEKA, KS \| FORT SCOTT, KS	10	14	n/a	yes
BENJAMIN SCOTT SCHROEDER	n/a	COLLEGE STATION, TX \| TOPEKA, KS	10	10	n/a	yes
TYLER JOHN MCMASTER	n/a	TOPEKA, KS	9	17	n/a	yes
Scott Jackson Marwil	n/a	COLLEGE STATION, TX \| TOPEKA, KS	8	10	n/a	yes
DEAN ALAN WILLEFORD	n/a	San Antonio, TX \| TOPEKA, KS	7	10	n/a	yes
JONATHAN BERNARD GATZ	n/a	Overland Park, KS \| TOPEKA, KS	7	20	2	yes
JOHN DAVID PHINNEY	n/a	COLLEGE STATION, TX \| TOPEKA, KS	3	31	n/a	yes
JAKE ALBERT LEBAHN	n/a	TOPEKA, KS	2	20	n/a	yes
DOUGLAS BRENT MASSEY	Chartered Financial Consultant	TOPEKA, KS \| SAN ANGELO, TX	2	40	n/a	yes
Weston Ray Woodring	n/a	SPRINGDALE, AR \| TOPEKA, KS	1	13	n/a	yes
CHRIS WINSTON DAVENPORT	n/a	FORT SCOTT, KS \| TOPEKA, KS	1	12	n/a	yes
LARRY LYNN DAVENPORT	n/a	FORT SCOTT, KS \| TOPEKA, KS	1	26	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCMASTER, TYLER JOHN	SENIOR VICE PRESIDENT	Na	yes	03/2023	Mar 24, 2023	Jul 3, 2024
OGDON, JAMES KENNETH	PRESIDENT & DIRECTOR	E	yes	10/1991	Mar 24, 2023	Jul 3, 2024
PAYNE, TODD MATTHEW	SECRETARY-TREASURER, DIRECTOR & CCO	Na	yes	08/2008	Mar 24, 2023	Jul 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OFG PLANNING SERVICES, INC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
COLLEGE STATION	TX	United States	6	yes
Salina	Ks	United States	4	yes
OVERLAND PARK	Ks	United States	1	yes
Topeka	Ks	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$271M	$0	30	30	4	n/a	n/a
2024	Mar 18, 2025	$270M	$0	37	37	4	n/a	n/a
2023	Mar 27, 2024	$160M	$0	30	30	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	6	-6	21.4%	0	0	0	1	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$271M	$270M	0.4%	n/a	n/a	30	37	4	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PATHWAY FINANCIAL SOLUTIONS, INC.	6	Mar 13, 2026	Mar 13, 2026	TOPEKA, KS	Team lift out	RIA to new firm	17.6%

Relationships

Registered with (37)

← Matthew Robert CampbellAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← MITCHELL J QUICKAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← MASON JAMES KNOPPAdvisorregistration: current employment
Mar 13, 2025 to presentfactForm ADV
← LARRY LYNN DAVENPORTAdvisorregistration: current employment
Feb 27, 2025 to presentfactForm ADV
← CHRIS WINSTON DAVENPORTAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← Weston Ray WoodringAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← DOUGLAS BRENT MASSEYAdvisorregistration: current employment
Aug 22, 2024 to presentfactForm ADV
← JAKE ALBERT LEBAHNAdvisorregistration: current employment
Jan 22, 2024 to presentfactForm ADV
← JOHN DAVID PHINNEYAdvisorregistration: current employment
Aug 7, 2023 to presentfactForm ADV
← JONATHAN BERNARD GATZAdvisorregistration: current employment
Aug 1, 2019 to presentfactForm ADV
← DEAN ALAN WILLEFORDAdvisorregistration: current employment
May 31, 2019 to presentfactForm ADV
← Scott Jackson MarwilAdvisorregistration: current employment
Jan 8, 2018 to presentfactForm ADV
← TYLER JOHN MCMASTERAdvisorregistration: current employment
Oct 6, 2016 to presentfactForm ADV
← JAMES DALE SATHERAdvisorregistration: current employment
Jun 8, 2016 to presentfactForm ADV
← ROBERT KENNETH TERSINARAdvisorregistration: current employment
Jun 8, 2016 to presentfactForm ADV
← BENJAMIN SCOTT SCHROEDERAdvisorregistration: current employment
Jun 8, 2016 to presentfactForm ADV
← CRAIG ALAN COLSONAdvisorregistration: current employment
Feb 5, 2013 to presentfactForm ADV
← RICHARD DALE HIGGSAdvisorregistration: current employment
Feb 8, 2010 to presentfactForm ADV
← KATHERINE CASSIDY MCMASTERAdvisorregistration: current employment
Jun 11, 2009 to presentfactForm ADV
← KEVIN KORD WEBBAdvisorregistration: current employment
Apr 14, 2009 to presentfactForm ADV
← CHARLES HAL KOOKENAdvisorregistration: current employment
Mar 16, 2009 to presentfactForm ADV
← TODD MATTHEW PAYNEAdvisorregistration: current employment
Jan 6, 2009 to presentfactForm ADV
← LEASA ELENORA HUFFMANAdvisorregistration: current employment
Jan 2, 2009 to presentfactForm ADV
← JESSE NEWTON BURDITTAdvisorregistration: current employment
May 13, 2008 to presentfactForm ADV
← LORIN DALE KIESCHNICKAdvisorregistration: current employment
Mar 12, 2008 to presentfactForm ADV
← LAWRENCE KYLE RUZICKAAdvisorregistration: current employment
Mar 16, 2006 to presentfactForm ADV
← STEVEN CRAIG COLSONAdvisorregistration: current employment
Feb 28, 2003 to presentfactForm ADV
← DOUGLAS KEITH CRUMAdvisorregistration: current employment
Mar 8, 2000 to presentfactForm ADV
← JONATHAN DALE WEBBAdvisorregistration: previous registration
Jan 3, 2011 to Mar 13, 2026factForm ADV
← JORDAN DALE WEBBAdvisorregistration: previous registration
Feb 4, 2020 to Mar 13, 2026factForm ADV
and 7 more

Moved with (1)

→ PATHWAY FINANCIAL SOLUTIONS, INC.Registered adviser6 advisors, team lift out, same day
Mar 13, 2026 to Mar 13, 2026factForm ADV

Controls (3)

← MCMASTER, TYLER JOHNOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 24, 2023 to Jul 3, 2024factForm ADV
← OGDON, JAMES KENNETHOwnerPRESIDENT & DIRECTOR, ownership code E, individual
Mar 24, 2023 to Jul 3, 2024factForm ADV
← PAYNE, TODD MATTHEWOwnerSECRETARY-TREASURER, DIRECTOR & CCO, ownership code NA, individual
Mar 24, 2023 to Jul 3, 2024factForm ADV

Dated events

Occurred
Mar 13, 2026
Team lift-out
6 advisors left Ofg Financial Services, Inc. (Topeka, KS) for Pathway Financial Solutions, Inc. on the same day
Form ADVobserved 3 days ago
6 advisors
Occurred
Mar 13, 2026
Advisor changed firm
Bradley A Veenendaal left Ofg Financial Services, Inc. for Pathway Financial Solutions, Inc. (registered 2026-03-13)
Form ADVobserved 4 days ago
Occurred
Mar 13, 2026
Advisor changed firm
Jordan Dale Webb left Ofg Financial Services, Inc. for Pathway Financial Solutions, Inc. (registered 2026-03-13)
Form ADVobserved 4 days ago
Occurred
Mar 13, 2026
Advisor changed firm
Larae Ann Duff left Ofg Financial Services, Inc. for Pathway Financial Solutions, Inc. (registered 2026-03-13)
Form ADVobserved 4 days ago
Occurred
Mar 13, 2026
Advisor changed firm
Eddie Eldon Balluch left Ofg Financial Services, Inc. for Pathway Financial Solutions, Inc. (registered 2026-03-13)
Form ADVobserved 4 days ago
Occurred
Mar 13, 2026
Advisor changed firm
Jonathan Dale Webb left Ofg Financial Services, Inc. for Pathway Financial Solutions, Inc. (registered 2026-03-13)
Form ADVobserved 4 days ago
Occurred
Mar 13, 2026
Advisor changed firm
Trevor Joseph Webb left Ofg Financial Services, Inc. for Pathway Financial Solutions, Inc. (registered 2026-03-13)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2023
First Form ADV filing
Ofg Financial Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
May 17, 2022
Advisor changed firm
Logan Thomas Wolfley left Ofg Financial Services, Inc. for Schwarz Investment Partners (registered 2021-11-05)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:397b73a8-259c-3f1f-28e2-2f2b03da3869
First observed: Mar 24, 2023
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OFG FINANCIAL SERVICES, INC.

CRD 23940

TOPEKA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:397b73a8-259c-3f1f-28e2-2f2b03da3869

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS KEITH CRUM

n/a

College Station, TX | TOPEKA, KS

n/a

yes

STEVEN CRAIG COLSON

Chartered Financial Consultant

COLLEGE STATION, TX | TOPEKA, KS

n/a

yes

LAWRENCE KYLE RUZICKA

n/a

TOPEKA, KS | YUKON, OK

n/a

yes

LORIN DALE KIESCHNICK

n/a

COLLEGE STATION, TX | TOPEKA, KS

n/a

yes

JESSE NEWTON BURDITT

n/a

TOPEKA, KS | BRYAN, TX

n/a

yes

LEASA ELENORA HUFFMAN

Chartered Financial Consultant

TOPEKA, KS | WAKARUA, KS

n/a

yes

TODD MATTHEW PAYNE

n/a

TOPEKA, KS

n/a

yes

CHARLES HAL KOOKEN

n/a

HUNTSVILLE, TX | TOPEKA, KS

yes

KEVIN KORD WEBB

n/a

TOPEKA, KS | NEW BRAUNFELS, TX

n/a

yes

KATHERINE CASSIDY MCMASTER

n/a

TOPEKA, KS

yes

RICHARD DALE HIGGS

n/a

TOPEKA, KS

n/a

yes

CRAIG ALAN COLSON

n/a

COLLEGE STATION, TX | TOPEKA, KS

n/a

yes

JAMES DALE SATHER

n/a

FORT SCOTT, KS | TOPEKA, KS

n/a

yes

ROBERT KENNETH TERSINAR

n/a

TOPEKA, KS | FORT SCOTT, KS

n/a

yes

BENJAMIN SCOTT SCHROEDER

n/a

COLLEGE STATION, TX | TOPEKA, KS

n/a

yes

TYLER JOHN MCMASTER

n/a

TOPEKA, KS

n/a

yes

Scott Jackson Marwil

n/a

COLLEGE STATION, TX | TOPEKA, KS

n/a

yes

DEAN ALAN WILLEFORD

n/a

San Antonio, TX | TOPEKA, KS

n/a

yes

JONATHAN BERNARD GATZ

n/a

Overland Park, KS | TOPEKA, KS

yes

JOHN DAVID PHINNEY

n/a

COLLEGE STATION, TX | TOPEKA, KS

n/a

yes

JAKE ALBERT LEBAHN

n/a

TOPEKA, KS

n/a

yes

DOUGLAS BRENT MASSEY

Chartered Financial Consultant

TOPEKA, KS | SAN ANGELO, TX

n/a

yes

Weston Ray Woodring

n/a

SPRINGDALE, AR | TOPEKA, KS

n/a

yes

CHRIS WINSTON DAVENPORT

n/a

FORT SCOTT, KS | TOPEKA, KS

n/a

yes

LARRY LYNN DAVENPORT

n/a

FORT SCOTT, KS | TOPEKA, KS

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCMASTER, TYLER JOHN

SENIOR VICE PRESIDENT

yes

03/2023

Mar 24, 2023

Jul 3, 2024

OGDON, JAMES KENNETH

PRESIDENT & DIRECTOR

yes

10/1991

Mar 24, 2023

Jul 3, 2024

PAYNE, TODD MATTHEW

SECRETARY-TREASURER, DIRECTOR & CCO

yes

08/2008

Mar 24, 2023

Jul 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OFG PLANNING SERVICES, INC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

COLLEGE STATION

United States

yes

Salina

United States

yes

OVERLAND PARK

United States

yes

Topeka

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$271M

n/a

2024

Mar 18, 2025

$270M

n/a

2023

Mar 27, 2024

$160M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-6

21.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$271M

$270M

0.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PATHWAY FINANCIAL SOLUTIONS, INC.

Mar 13, 2026

TOPEKA, KS

Team lift out

RIA to new firm

17.6%