Douglas P. Kinsey
ARTIFEX FINANCIAL GROUP
Oakwood, OH 45419
CRD#: 1223159
Professional summary
Douglas Paul Kinsey, AIF, CFP, CIMA, who also goes by Doug Kinsey, is a registered financial advisor ARTIFEX FINANCIAL GROUP, LLC. Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Douglas has worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.
Biography
I have been working with individual clients since 1983 and am experienced in all aspects of personal financial planning, with particular expertise in retirement income planning, investment strategy and management, tax planning and risk management issues. My business partner, Darren Harp, also has an extensive background in a variety of investment and wealth management considerations. Together, we also provide selective guidance and implementation advice to corporate pension and 401(k) plans.
Question & Answer
What makes you the best choice for clients?
In addition to my years of experience in this profession, I continue to add to my skillset through various credentialing programs, particularly in the area of alternative / private assets. My firm is exclusively a client fiduciary.
What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Business Succession Planning
Comprehensive Financial Planni...
Divorce Planning
Tax Planning
Retirement Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Professional Athletes or Enter...
Socially Responsible Investmen...
Which demographics do you typically serve?
Gen X (44-59)
Baby Boomers (78-60)
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
How do you get paid?
Fixed / Negotiated Fee
Percentage of Assets
Are you a "fiduciary"?
Yes
Personal quote
What you can dream, you can do.
Aliases
Doug Kinsey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Paul Kinsey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Education
Harvard University
Maser of Liberal Arts - Management and Strategy
2020
The Ohio State University
BA - Political Science
1983
Harvard Business School Online
Certificate - Negotiation Mastery
2017
Harvard Business School Online
Certificate - Leading with Finance
2016
Harvard Business School Online
Certificate - HBX CORe - Business Analytics, Economics for Managers, Financial Accounting
2016
Harvard Business School Online
Certificate - Disruptive Strategy with Clayton Christensen
2015
Harvard Business School Online
Certificate - Alternative Investments
2025
Harvard Business School Online
Certificate - Certificte of Specialization - Accounting and Finance
2025
Experience
Current
April 27, 2011 - Present
ARTIFEX FINANCIAL GROUP, LLC
Office #1: 2305 Far Hills Avenue Suite 206, Oakwood, OH 45419RIA
CRD#: 140643
Oakwood, OH
Past
March 27, 2007 - May 14, 2010
ARTIFEX FINANCIAL GROUP, LLC
RIA
CRD#: 140643
OAKWOOD, OH
Past
February 1, 2005 - March 23, 2007
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
DAYTON, OH
Past
August 6, 2003 - March 23, 2007
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
DAYTON, OH
Past
March 16, 2001 - June 24, 2003
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
DAYTON, OH
Past
February 28, 2000 - June 24, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
January 27, 1999 - March 15, 2000
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
CHICAGO, IL
Past
May 3, 1996 - December 31, 1998
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
CHICAGO, IL
Past
July 21, 1993 - May 7, 1996
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
February 1, 1989 - September 16, 1991
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
CINCINNATI, OH
Past
October 25, 1985 - January 21, 1989
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Past
December 28, 1983 - October 29, 1984
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ARTIFEX FINANCIAL GROUP, LLC
ARTIFEX FINANCIAL GROUP, LLC | ARTISAN FINANCIAL GROUP, LLC
CRD#: 140643 / SEC#: 801-112759
RIA
Registered Investment Advisory firm - (4/2/2018 Approved)Ohio
Registered Investment Advisory firm - (5/28/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(4/27/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ARTIFEX FINANCIAL GROUP, LLC
ARTIFEX FINANCIAL GROUP, LLC | ARTISAN FINANCIAL GROUP, LLC
CRD#: 140643 / SEC#: 801-112759
RIA
Registered Investment Advisory firm - (4/2/2018 Approved)Ohio
Registered Investment Advisory firm - (5/28/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2305 Far Hills Avenue Suite 206, Oakwood, OH 45419
Mailing Address
Phone number
(855) 752-6644
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 917 |
| AUM (Assets Under Management) | $ 282,024,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ARTIFEX FINANCIAL GROUP, LLC
CRD#: 140643Oakwood, OH 45419TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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