Lorin Kieschnick
Lorin Kieschnick is a registered investment advisor at Ofg Financial Services, INC., based in College Station, TX, with 18 years of industry experience. Lorin 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
302 Holleman Drive East, Suite 200, College Station, TX, 77840
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
Lorin sells life, health, and long-term care insurance from various carriers, dedicating about 10-20% of their time to this. Lorin also engages in livestock sales and marketing, spending minimal time on this activity.
Employment History
Current Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
State Registrations1 state
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.
Exams
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