Steven Craig Colson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1998 → Present
  Independent Agent-Self Employed
  College Station, TX
• 02/1999 → Present
  Ofg Financial Services, Inc.
  Topeka, KS

Other Businesses

D/B/A EXECUTIVE FINANCIAL SERVICES- SELLING LIFE & HEALTH INSURANCE & FIXED ANNUITIES WITH VARIOUS COMPANIES - COMMISSIONS - 20% TIME SPENT; LION STREET, INC.- STOCKHOLDER & INDEPENDENT PRODUCER- INDEPENDENT MARKETING ORGANIZATION FOR LIFE INSURANCE AND RELATED PRODUCTS; LION STREET ALSO OWNS A B/D (LION STREET FINANCIAL) AND RIA (LION STREET ADVISORS)COMMISSIONS DIRECTLY FROM APPOINTED CARRIERS; EFS FIRM, LP (DBA EXECUTIVE FINANCIAL SERVICES) RECEIVES LIFE & HEALTH COMMISSIONS / RECEIVES FIXED ANNUITY COMMISSIONS - COMMISSIONS - 10% TIME SPENT; EFS MGMT, LLC MANAGING & GENERAL PARTNER OF EFS FIRM, LP - GUARANTEED PAYMENTS - 10% TIME SPENT; DIVIDENDS VIA STOCK & STOCK APPRECIATION -10% TIME SPENT; STICK FAMILY LIMITED PARTNERSHIP-REAL ESTATE FARMING, RANCHING, TIMBER - LIMITED PARTNER - SHARE OF SALES / PROFITS& LOSSES-10% TIME SPENT; STICK GUN TRUST-TRUSTEE OF GUN TRUST WHICH OWNS REGULATED ITEMS-BUY & SELL SUCH ITEMS-TRUSTEE & SETTLOR OF TRUST-NO COMPENSATION-LESS THAN 10% TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-14
• S63 Uniform Securities Agent State Law Examination
  1991-07-16

Designations

• Chartered Financial Consultant