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Steven Douglas O'connor

ALTUS WEALTH MANAGEMENT, LLC·FT. MITCHELL, Kentucky
Series 7, Series 63, Series 65Clean record23 years registeredALTUS 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

ALTUS WEALTH MANAGEMENT, LLC
May 2010 – present
FIDELITY PERSONAL TRUST COMPANY, FSB
Aug 2005 – Jul 2006
CINCINNATI, OH
STRATEGIC ADVISERS, INC.
Jan 2003 – Apr 2010
CINCINNATI, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 14, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALTUS WEALTH MANAGEMENT, LLC
CRD 153650 · SEC 801-80301
AUM
$353M
Regulatory assets under management
Employees
4
517 client accounts
Services offered by ALTUS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALTUS WEALTH MANAGEMENT, LLC →
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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

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (181)LEXINGTON (67)COVINGTON (41)BOWLING GREEN (5)FT. WRIGHT (5)WADDY (3)PROSPECT (3)ELIZABETHTOWN (3)NICHOLASVILLE (2)BELLEVUE (2)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideBOWLING GREEN GuideFT. WRIGHT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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