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John David Phinney

OFG Financial Services, Inc.

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About John David Phinney

John Phinney is a financial advisor with OFG Financial Services, Inc. based in College Station, Texas. John has been in the financial services industry since 1995. John specializes in providing financial planning, pension consulting, and selection of other advisors. John also provides portfolio management services for businesses and individuals. John holds licenses in Texas and Arkansas.

Firm Information

John Phinney 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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John Phinney’s Registration & Firm History

TX

08/07/2023 - Present

OFG Financial Services, Inc. (COLLEGE STATION TX)

NY

11/03/1998 - 10/11/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

01/17/1995 - 10/29/1998

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/17/1995 - 10/29/1998

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David Phinney.
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