Investment Adviser Representative/member · Artifex Financial Group, LLC
Kevin P. OConnor
CRD 6799405 · Named on Form ADV at one SEC-registered adviser
At a glance
Artifex Financial Group, LLC, an SEC-registered wealth manager based in Oakwood, OH with $329 million in regulatory assets, lists Kevin P. OConnor on its Form ADV as Investment Adviser Representative/member.
Firms and roles
- Artifex Financial Group, LLCInvestment Adviser Representative/memberWealth manager · Oakwood, OH · $329M in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Douglas P. KinseyMember, Artifex Financial Group, LLC
- Darren M. HarpMember/chief Compliance Officer, Artifex Financial Group, LLC
- Alexander O. BrowningInvestment Adviser Representative/member, Artifex Financial Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.