Secretary-Treasurer, Director & CCO · OFG Financial Services, Inc.
Todd Matthew Payne
CRD 5513536 · Named on Form ADV at one SEC-registered adviser
At a glance
OFG Financial Services, Inc., an SEC-registered broker-dealer firm based in Topeka, KS with $271 million in regulatory assets, lists Todd Matthew Payne on its Form ADV as Secretary-Treasurer, Director & CCO, a control person.
Firms and roles
- OFG Financial Services, Inc.Secretary-Treasurer, Director & CCOBroker-dealer firm · Topeka, KS · $271M in regulatory assets
AtlasMembers
Todd’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 5 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Todd’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James Kenneth OgdonPresident & Director, OFG Financial Services, Inc.
- Tyler John McMasterSenior Vice President, OFG Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.