Kevin
Oconnor
Artifex Financial Group, LLC
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About this Advisor
Kevin Oconnor is a financial advisor operating out of Columbus, Ohio with a total of 3 years of industry experience. Oconnor is an advisor for Artifex Financial Group, LLC. During their career, Oconnor has held roles at Artifex Financial Group, LLC, Morgan Stanley Smith Barney, Ohio Northern Univeristy and Buckeye High School. Oconnor maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Ohio. Artifex Financial Group, LLC is an advisory business operating out of Dayton, OH. The company has offices in two locations and a total of seven advisors. It handles $203 million in total assets across its 1,177 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,177 accounts, 30% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees usually are based on the services provided. However, fees billed by Artifex Financial Group, LLC most likely include any blend 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
Kevin Oconnor Work History
Kevin has been registered as a financial advisor for 3 years.*
Artifex Financial Group, LLC
Morgan Stanley Smith Barney
Ohio Northern Univeristy
Buckeye High School
*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 Kevin Oconnor 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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