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Steven Douglas O'connor

ALTUS WEALTH MANAGEMENT, LLC·FT. MITCHELL, Kentucky
Clean recordALTUS WEALTH MANAGEMENT, LLC
2500 CHAMBER CENTER DRIVE, FT. MITCHELL, KY 41017CRD# 2373712Firm CRD# 153650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Douglas O'connor · FT. MITCHELL, KY
Registration
CRD #2373712 · ALTUS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Douglas O'connor is a registered financial advisor based in FT. MITCHELL, Kentucky, affiliated with ALTUS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALTUS WEALTH MANAGEMENT, LLC
ALTUS WEALTH MANAGEMENT, LLC
AUM
$353M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALTUS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2373712
Firm CRD# 153650
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Douglas O'connor offer?
Steven Douglas O'connor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. MITCHELL, Kentucky for a consultation.
What are Steven Douglas O'connor's credentials?
Steven Douglas O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Douglas O'connor located?
Steven Douglas O'connor is based in FT. MITCHELL, Kentucky, working with ALTUS WEALTH MANAGEMENT, LLC. Their office serves clients in the FT. MITCHELL metropolitan area and surrounding communities.
How does Steven Douglas O'connor charge for services?
Steven Douglas O'connor's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTUS WEALTH MANAGEMENT, LLC?
ALTUS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALTUS WEALTH MANAGEMENT, LLC

William Henry Doepker
FT. MITCHELL, KY
Andrew Martin Hermes
FT. MITCHELL, KY

More Advisors in FT. MITCHELL, Kentucky

Donald Charles Fritz
ALPHAMARK ADVISORS, LLC·FT. MITCHELL, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)ELIZABETHTOWN (5)HEBRON (5)RICHMOND (5)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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