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Craig Alan Colson

OFG Financial Services, Inc.

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About Craig Alan Colson

Craig Colson is an investment advisor representative at OFG Financial Services, Inc. Craig is a licensed investment advisor representative in Texas and has been in the industry since 2012. Craig has a Series 7, Series 63 and Series 65 license. Craig is also licensed to provide financial advice in Arizona, Louisiana, New Mexico, Ohio, Oklahoma and Texas. Craig has experience in portfolio management for individuals and businesses. He is also experienced in pension consulting. OFG Financial Services, Inc. has been providing financial services since 2006. They are headquartered in Topeka, Kansas.

Firm Information

Craig Colson 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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Craig Colson’s Registration & Firm History

TX

02/05/2013 - Present

OFG Financial Services, Inc. (COLLEGE STATION TX)

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Licenses & Designations

IA

Issued 02/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Alan Colson.
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