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Kevin Patrick Oconnor

ARTIFEX FINANCIAL GROUP, LLC·OAKWOOD, Ohio
Series 65Clean record5 years registeredARTIFEX FINANCIAL GROUP, LLC
2305 FAR HILLS AVENUE, OAKWOOD, OH 45419CRD# 6799405Firm CRD# 140643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Patrick Oconnor · OAKWOOD, OH
Registration
CRD #6799405 · ARTIFEX FINANCIAL GROUP, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

RAM AND OAK INVESTMENT PARTNERS, LLC
Mar 2026 – present
ARTIFEX FINANCIAL GROUP, LLC
Dec 2020 – Jun 2025
COLUMBUS, OH
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 18, 2020
Years registered · 5
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
View all advisors at ARTIFEX FINANCIAL GROUP, LLC →
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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 at ARTIFEX FINANCIAL GROUP, LLC

Alexander Oresman Browning
OAKWOOD, OH
Darren Matthew Harp
OAKWOOD, OH
Douglas Paul Kinsey
OAKWOOD, OH

More Advisors in OAKWOOD, Ohio

Elizabeth Brown Kussman
M.K. BROWN WEALTH ADVISORY, LLC·OAKWOOD, OH

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