DC
DC

Douglas Keith Crum

26 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
850 clients
Average Client Portfolio
$318K average
Assets Under Management
$270.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.00%
$250K - $500K0.90%
$500K - $1.0M0.80%
$1.0M - $5.0M0.70%
$5M+0.65%

This schedule is used as only an example; actual fees could differ from what is on this schedule. Under certain circumstances, all OFG advisory fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515

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History

Regulatory History (1)
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Customer Dispute
November 2017
Closed-No Action
Other Business ActivitiesSells Insurance

Douglas operates as Executive Financial Services, focusing on insurance, fixed annuities, and Section 125 plans, dedicating nearly all of his time to insurance and securities business. He also owns rental property, spending minimal time on it.

Employment History
Current Registrations
Ofg Financial Services, INC.Broker
March 2000 - Present · 25 yrs 11 mos
Ofg Financial Services, INC.
March 2000 - Present · 25 yrs 11 mos
Ofg Financial Services, INC.
March 2000 - Present · 25 yrs 11 mos
Previous Registrations
AXA Advisors, LLCBroker
January 1999 - March 2000 · 1 yr 2 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1999 - January 2000 · 1 yr
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.