Leasa Huffman
Leasa Huffman is a ChFC-designated registered investment advisor at Ofg Financial Services, INC., based in Wakarua, KS, with 40 years of industry experience. Leasa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 855 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.65% |
Fees are typically 1.0% or less and are negotiable based on discussions between the representative and the client.
Fee Estimator
Location
Wakarua, KS
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leasa receives commissions from Bay Bridge Administrators for selling various insurance products, including life insurance, and from Delta Dental of Kansas and Vision Care Direct for dental and vision insurance, respectively. She also receives commissions from Gradient for offering fixed annuity products and from doTerra for selling essential oils, dedicating minimal time to each activity.
Employment History
Current Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
Previous Registrations
Security Distributors, INC.Broker
Sbl Planning, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.