Unclaimed
Diana Bredehoft is a financial advisor with OFG Financial Services, Inc. in Topeka, Kansas. Diana has been in the financial industry since April 28, 1999 and has a strong focus on helping individuals and businesses with their financial planning needs. Diana is also a registered investment advisor representative with the firm and holds Series 6 and Series 63 licenses. Before joining OFG Financial Services, Inc., Diana worked at THE O.N. EQUITY SALES COMPANY, LINCOLN INVESTMENT PLANNING, INC., and AMERICAN FIDELITY SECURITIES, INC..
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Timing services provided by others
1
2
KS
01/04/2022 - Present
OFG Financial Services, Inc. (TOPEKA KS)
KS
03/13/2006 - 12/31/2021
THE O.N. EQUITY SALES COMPANY (INDEPENDENCE KS)
PA
12/03/2001 - 04/29/2005
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
OK
12/16/1993 - 06/06/1997
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
BC
Issued 01/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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