Doug Kinsey, CFP®, AIFA®, NAPFA-RA
Dayton, Ohio, 45419
Member Since 2006
The primary objective of our team is to apply our experience and knowledge to your financial goals and increase your chances of success. We believe that a comprehensive, coordinated, financial and investment plan is essential to attaining piece of mind. We are committed to providing objective advice that is free of conflicts and will always represent the best interests of our clients first - as fiduciaries for our clients.
We do not sell any products or receive commissions from any sources.
We believe that successful financial planning is as much an art as it is a science.
My Location
Background Information
Years of Financial Experience
- 23
Education
- The Ohio State University (BA)
Certifications and Designations
- CFP®
- AIFA®
- NAPFA-RA
Association Memberships
- National Association of Personal Financial Advisors
- Alliance of Cambridge Advisors
- Investment Management Consultants Association
- Institute of Divorce Financial Analysts
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Waterhouse/Ameritrade
- Folio Institutional
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 140643
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Artifex Financial Group, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation
Visit Website - http://www.artifexfinancial.com
