Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Albert Lebahn is a financial advisor at OFG Financial Services, Inc. Jake has been in the industry since 2023 and is registered to provide investment advice in Kansas and Texas. Jake is a Series 66, Series 7TO, and SIE licensed financial advisor and offers financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jake also provides life insurance services.
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
07/23/2024 - Present
OFG Financial Services, Inc. (TOPEKA KS)
BOTH
Issued 01/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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