Douglas
Kinsey
Artifex Financial Group, LLC
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About this Advisor
Douglas Kinsey is a certified financial planner operating in Dayton, Ohio with 12 years of industry experience. Kinsey is on the advisory team at Artifex Financial Group, LLC. Their career trajectory has included roles at Fifth Third Bank, Fifth Third Securities and Artifex Financial Group. Kinsey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Artifex Financial Group, LLC is an advisory business headquartered in Dayton, OH. The company has offices in two locations and a total of seven advisors. It oversees $203 million in total assets across its 1,177 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,177 customer accounts, 30% are held by high-net-worth individuals who have at least $1 million in investable assets. Artifex Financial Group, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees largely vary depending on the financial services. Fees charged by Artifex Financial Group, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Artifex Financial Group, LLC Brokerage Details
$202,550,556
7
1,177
$172,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Douglas Kinsey Work History
Douglas has been registered as a financial advisor for 12 years.*
Artifex Financial Group
Fifth Third Bank
Fifth Third Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Kinsey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Artifex Financial Group, LLC
Dayton, OH
Dayton, OH
Columbus, OH
Dayton, OH
Dayton, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
