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Charles Hal Kooken

OFG Financial Services, Inc.

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About Charles Hal Kooken

Charles Kooken has been in the financial industry since 1987. Charles is currently registered with OFG Financial Services, Inc. as a Registered Representative and Investment Advisor Representative. Charles has experience in Financial Planning, Pension Consulting and Portfolio Management for Individuals and Businesses. Charles's other business is Life Insurance Sales. Charles is currently registered in Texas, where he has been registered since 2009.

Firm Information

Charles Kooken is currently registered with OFG Financial Services, Inc.. OFG Financial Services, Inc. is a Corporation formed in December 1968 and headquartered in Topeka, Kansas. The firm provides financial planning, pension consulting, and selection of other advisers services. They also offer portfolio management services for individuals and businesses. OFG Financial Services, Inc. has approximately $196 million in regulatory assets under management for approximately 800 accounts. The firm is registered with the SEC and in 23 states.
OFG Financial Services, Inc.

120 SE 6TH AVENUE

TOPEKA, KS 66603-3515

$196.00M

Assets Under Management

1

Total Clients

60

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Timing services provided by others

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Charles Kooken’s Registration & Firm History

KS

03/16/2009 - Present

OFG Financial Services, Inc. (TOPEKA KS)

TX

05/06/1987 - 03/03/2009

PRUCO SECURITIES, LLC. (HUNTSVILLE TX)

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Licenses & Designations

IA

Issued 03/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles Hal Kooken. Review regulatory record here.
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