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Lorin Dale Kieschnick

Ofg Financial Services, Inc.

College Station, TX

Topeka, KS

CRD 5452300

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Employer firm

Ofg Financial Services, Inc. CRD 23940

$271M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ofg Financial Services, Inc.

120 Se 6Th Avenue Townsite Plaza #2, Suite 105, Topeka, KS 66603-3515 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-03-12
  • TX RA
    APPROVED
    Since 2008-03-12

Branch Locations

302 Holleman Drive East Suite 200, College Station, TX 77840 • United States

Townsite Plaza #2, Suite 105 120 Se 6Th Avenue, Topeka, KS 66603-3515 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ofg Financial Services, Inc. Topeka KS 11/2007 Present
Ameritrust Capital Mortgage Houston TX 04/2007 Present
Other Businesses

LIFE/HEALTH/LONG TERM CARE SALES -- VARIOUS INSURANCE CARRIERS -- COMMISSIONS-- LESS THAN 15% TIME SPENT; LIVESTOCK SALES -- SALES & MARKETING OF VARIOUS LIVESTOCK SPECIES -- FLAT FEE -- LESS THAN 5% TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-11
  • S66 Uniform Combined State Law Examination
    2008-03-11

View on SEC IAPD

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