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Kevin Patrick Oconnor

ARTIFEX FINANCIAL GROUP, LLC·OAKWOOD, Ohio
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2305 FAR HILLS AVENUE, OAKWOOD, OH 45419CRD# 6799405Firm CRD# 140643
01

About

Kevin Patrick Oconnor is a registered financial advisor based in OAKWOOD, Ohio, affiliated with ARTIFEX FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARTIFEX FINANCIAL GROUP, LLC
ARTIFEX FINANCIAL GROUP, LLC
AUM
$233M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ARTIFEX FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6799405
Firm CRD# 140643
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Patrick Oconnor offer?
Kevin Patrick Oconnor specializes in Financial Planning, Investment Management. Contact their office in OAKWOOD, Ohio for a consultation.
What are Kevin Patrick Oconnor's credentials?
Kevin Patrick Oconnor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Patrick Oconnor located?
Kevin Patrick Oconnor 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 Kevin Patrick Oconnor charge for services?
Kevin Patrick Oconnor'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.
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Other advisors in OAKWOOD
Douglas Paul Kinsey — ARTIFEX FINANCIAL GROUP, LLCDarren Matthew Harp — ARTIFEX FINANCIAL GROUP, LLCAlexander Oresman Browning — ARTIFEX FINANCIAL GROUP, LLCElizabeth Brown Kussman — M.K. BROWN WEALTH ADVISORY, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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