Claim Profile
Unclaimed Profile
DK

Douglas Paul Kinsey

ARTIFEX FINANCIAL GROUP, LLC·OAKWOOD, Ohio
Series 6, Series 7, Series 31, Series 63, Series 65Clean record25 years registeredARTIFEX FINANCIAL GROUP, LLC
2305 FAR HILLS AVENUE, OAKWOOD, OH 45419CRD# 1223159Firm CRD# 140643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Paul Kinsey · OAKWOOD, OH
Registration
CRD #1223159 · ARTIFEX FINANCIAL GROUP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

Apr 2011present
Mar 2007May 2010
OAKWOOD, OH
Feb 2005Mar 2007
DAYTON, OH
MORGAN STANLEY
Mar 2001Jun 2003
DAYTON, OH
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · March 16, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARTIFEX FINANCIAL GROUP, LLC
CRD 140643 · SEC 801-112759
AUM
$233M
Regulatory assets under management
Employees
7
1,004 client accounts
Services offered by ARTIFEX FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Douglas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OAKWOOD?

Browse all registered financial advisors in OAKWOOD, Ohio or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Douglas Paul Kinsey offer?
Douglas Paul Kinsey specializes in Financial Planning, Investment Management. Contact their office in OAKWOOD, Ohio for a consultation.
What are Douglas Paul Kinsey's credentials?
Douglas Paul Kinsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Paul Kinsey located?
Douglas Paul Kinsey is based in OAKWOOD, Ohio, working with ARTIFEX FINANCIAL GROUP, LLC. Their office serves clients in the OAKWOOD metropolitan area and surrounding communities.
How does Douglas Paul Kinsey charge for services?
Douglas Paul Kinsey's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARTIFEX FINANCIAL GROUP, LLC?
ARTIFEX FINANCIAL GROUP, LLC has approximately 7 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →