Jake Albert Lebahn

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

James Moore

EDWARD JONES

FT WORTH, TX · CRD#

View profile

Diane Finnerty

MORGAN STANLEY

New York, NY · CRD#

View profile

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

Frankfort, IL · CRD#

View profile

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY · CRD#

View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

James Moore

EDWARD JONES

FT WORTH, TX · CRD#

View profile

Diane Finnerty

MORGAN STANLEY

New York, NY · CRD#

View profile

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

Frankfort, IL · CRD#

View profile

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY · CRD#

View profile

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

James Moore

EDWARD JONES

FT WORTH, TX · CRD#

View profile

Diane Finnerty

MORGAN STANLEY

New York, NY · CRD#

View profile

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

Frankfort, IL · CRD#

View profile

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY · CRD#

View profile

Years of Experience

3 years registered in the securities industry

Current & Past Employments

Current

OFG FINANCIAL SERVICES, INC.Current·CRD# 23940

RIA

BD

5100 Sw 10th Street Suite 201, Topeka, KS 66604

January 22, 2024 - Present

OFG FINANCIAL SERVICES, INC.Current·CRD# 23940

RIA

BD

5100 Sw 10th Street Suite 201, Topeka, KS 66604

December 18, 2023 - Present

Similar Advisors

James Moore

EDWARD JONES

FT WORTH, TX · CRD#

View profile

Diane Finnerty

MORGAN STANLEY

New York, NY · CRD#

View profile

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

Frankfort, IL · CRD#

View profile

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY · CRD#

View profile

Current Firm

OF

OFG FINANCIAL SERVICES, INC.

CRD#: 23940 / SEC#: 801-127727, 8-40770

RIA

Registered Investment Advisory firm - SEC (4/24/2023 Approved)

Arizona

Registered Investment Advisory firm - SEC (1/8/2025 Terminated)

Kansas

Registered Investment Advisory firm - SEC (1/8/2025 Terminated)

Missouri

Registered Investment Advisory firm - SEC (1/8/2025 Terminated)

Oklahoma

Registered Investment Advisory firm - SEC (1/14/2025 Terminated)

Texas

Registered Investment Advisory firm - SEC (1/8/2025 Terminated)

BD

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Townsite Plaza #2, Suite # 105 Townsite Plaza #2, Suite 105, Topeka, KS 66603-3515

Mailing Address

Townsite Plaza #2, Suite # 105 120 Se 6th Avenue, Topeka, KS 66603-3515

Phone Number

(785) 233-4071

Established

Kansas since 12/12/1968

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

30

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

FINRA licenses (25 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

OFG FORM ADV PART II (3/26/2026)

Direct owners and executive officers

Name	Position	CRD#
OGDON, JAMES KENNETH	PRESIDENT & DIRECTOR	351370
MCMASTER, TYLER JOHN	SENIOR VICE PRESIDENT	2368175
PAYNE, TODD MATTHEW	SECRETARY-TREASURER, DIRECTOR & CCO	5513536

Regulatory Assets Under Management

Total Number of Accounts

850

AUM (Assets Under Management)

$271,000,000

Disclosures

Regulatory Event

2

Similar Advisors

James Moore

EDWARD JONES

FT WORTH, TX · CRD#

View profile

Diane Finnerty

MORGAN STANLEY

New York, NY · CRD#

View profile

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

Frankfort, IL · CRD#

View profile

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY · CRD#

View profile

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Life Insurance - Midland National, Lincoln Financial & SILAC, commissions, 10% time spent.

Similar Advisors

James Moore

EDWARD JONES

FT WORTH, TX · CRD#

View profile

Diane Finnerty

MORGAN STANLEY

New York, NY · CRD#

View profile

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

Frankfort, IL · CRD#

View profile

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY · CRD#

View profile

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OF

OFG FINANCIAL SERVICES, INC.

CRD#: 23940 / SEC#: 801-127727, 8-40770

RIA

Registered Investment Advisory firm - SEC (4/24/2023 Approved)

Arizona

Registered Investment Advisory firm - SEC (1/8/2025 Terminated)

Kansas

Registered Investment Advisory firm - SEC (1/8/2025 Terminated)

Missouri

Registered Investment Advisory firm - SEC (1/8/2025 Terminated)

Oklahoma

Registered Investment Advisory firm - SEC (1/14/2025 Terminated)

Texas

Registered Investment Advisory firm - SEC (1/8/2025 Terminated)

BD

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Kansas
(1/22/2024)

IAR

Kansas
(1/22/2024)

RR

Texas
(7/23/2024)

IAR

Texas
(7/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.