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Dean Alan Willeford

OFG Financial Services, Inc.

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About Dean Alan Willeford

Dean Willeford is a financial advisor with OFG Financial Services, Inc. in San Antonio, TX. Dean has been in the financial industry since 1990 and has experience working with individuals and businesses. Dean specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Dean is a registered investment advisor in Texas. Dean is also licensed as an insurance agent in Texas.

Firm Information

Dean Willeford 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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Dean Willeford’s Registration & Firm History

TX

05/31/2019 - Present

OFG Financial Services, Inc. (San Antonio TX)

IA

04/25/1990 - 12/31/1995

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

NJ

06/10/1987 - 03/20/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/31/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Alan Willeford.
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