AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KO

Kevin P. Oconnor

RAM AND OAK INVESTMENT PARTNERS
BEAVERCREEK, OH 45440
Some features on this profile are disabled
CRD#: 6799405
KO

Professional summary

Kevin Patrick Oconnor, who also goes by Kevin Oconnor, is a registered financial advisor currently at RAM AND OAK INVESTMENT PARTNERS, LLC located in Beavercreek, Ohio.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kevin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kevin Oconnor

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Oconnor'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®
None

Experience

Current

March 5, 2026 - Present

RAM AND OAK INVESTMENT PARTNERS, LLC

Office #1: 70 Birch Alley Suite 240, Beavercreek, OH 45440
RIA
CRD#: 340401
BEAVERCREEK, OH
Past

December 18, 2020 - June 24, 2025

ARTIFEX FINANCIAL GROUP, LLC

RIA
CRD#: 140643
COLUMBUS, OH

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
(3/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2020
Uniform Investment Adviser Law Examination

Current Firm

RA
RAM AND OAK INVESTMENT PARTNERS, LLC
RAM AND OAK INVESTMENT PARTNERS, LLC

CRD#: 340401 / SEC#:

Ohio
Registered Investment Advisory firm - (3/5/2026 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
70 Birch Alley Suite 240, Beavercreek, OH 45440
Mailing Address
Phone number
(614) 505-4201
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RAM AND OAK INVESTMENT PARTNERS, LLC

CRD#: 340401Beavercreek, OH 45440

TRUST BUT VERIFY

Monitor Kevin Oconnor

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Douglas Paul Kinsey
Douglas KinseyAdvisorCheck Check Mark
ARTIFEX FINANCIAL GROUP, LLC
IAR
Oakwood, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.