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Kelli Christine Webb

OFG Financial Services, Inc.

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About Kelli Christine Webb

Kelli Christine Webb is a financial advisor with Ofg Financial Services, Inc. Kelli has been in the industry since 1990 and has been registered with the state of Kansas since 1992. Kelli holds the Series 7 and Series 63 licenses and the SIE. Kelli has a broad background in financial services and provides a variety of services to clients. Kelli is passionate about helping clients reach their financial goals.

Firm Information

Kelli Webb 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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Kelli Webb’s Registration & Firm History

KS

08/30/2010 - Present

OFG Financial Services, Inc. (SALINA KS)

NA

10/26/1990 - 04/01/1992

THE COLUMBIAN SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 11/15/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelli Christine Webb.
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