Jonathan Gatz
Jonathan Gatz is a registered investment advisor at Ofg Financial Services, INC., based in Topeka, KS, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 850 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% |
This schedule is used as only an example; actual fees could differ from what is on this schedule. All OFG advisory fees may be negotiable.
Fee Estimator
Location
Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515
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
Jonathan owns JBG Financial LLC, manages expenses, and spends nearly full-time marketing securities products through Modern Advisor Group. He also markets insurance products through Strategic Partners LLC, dedicating about 10-20% of his time, and owns rental properties through Diamond G Properties, LLC and 29 Vine, LLC.
Employment History
Current Registrations
Ofg Financial Services, INC.Broker
Ofg Financial Services, INC.
Ofg Financial Services, INC.
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Capital Services, INC.Broker
Planco Financial Services, LLCBroker
State Registrations7 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.