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Kevin Kord Webb

OFG Financial Services, Inc.

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About Kevin Kord Webb

Kevin Kord Webb is a registered investment advisor representative with Ofg Financial Services, Inc. based in New Braunfels, Texas. Kevin Webb has been in the industry since August 2007. Kevin Webb specializes in providing financial planning, pension consulting and selection of other advisors services. Kevin Webb also works as a County Commissioner in Comal County, Texas, where Kevin Webb is involved in setting the county budget, tax rate and priorities.

Firm Information

Kevin 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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Kevin Webb’s Registration & Firm History

TX

04/14/2009 - Present

OFG Financial Services, Inc. (NEW BRAUNFELS TX)

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Licenses & Designations

IA

Issued 04/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Kord Webb.
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