Jonathan
Gatz
Ofg Financial Services, Inc
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About this Advisor
Jonathan Gatz is a financial advisor based in Topeka, Kansas, working with Ofg Financial Services, Inc. Jonathan has previously held positions at National Planning Corporation, Royal Alliance, and Ofg Financial Services, Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Kansas, Missouri, Oklahoma, and Texas. Currently, Jonathan is part of Ofg Financial Services, Inc, which operates out of Topeka, Kansas. The firm has 4 offices and 30 employees. The firm manages assets totaling $160.0 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Ofg Financial Services, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ofg Financial Services, Inc Brokerage Details
$160,000,000
30
700
$228,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Gatz Work History
Ofg Financial Services, Inc
Royal Alliance
National Planning Corporation
Disclosures
Please visit the SEC profile of Jonathan Gatz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ofg Financial Services, Inc
Salina, KS
Salina, KS
Salina, KS
Topeka, KS
College Station, TX
Topeka, KS
College Station, TX
Topeka, KS
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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