linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Clyde William Sommerlatte

OFG Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Clyde? Claim Your Profile

About Clyde William Sommerlatte

Clyde William Sommerlatte is a financial advisor at OFG Financial Services, Inc. Clyde has been in the industry since April 8, 1996, and is registered to offer securities in Texas. Clyde is licensed to sell securities in the state of Texas. Clyde's clients include individuals, corporations, and other businesses. The advisor works primarily with individuals and also offers financial planning and portfolio management services for individuals and businesses. Clyde's firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Clyde Sommerlatte 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Timing services provided by others

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Clyde Sommerlatte’s Registration & Firm History

KS

04/09/1996 - Present

OFG Financial Services, Inc. (TOPEKA KS)

Not sure if Clyde William Sommerlatte is right for you?

Licenses & Designations

BC

Issued 04/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clyde William Sommerlatte.
Not sure if Clyde William Sommerlatte is right for you?