Menu

Doug Kinsey

Artifex Financial Group, LLC

Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Doug Kinsey

Artifex Financial Group, LLC

Doug Kinsey, a financial fiduciary has been a Paladin Registry member since 2006. Doug is the owner of Artifex Financial Group, LLC. Doug holds the Certified Financial Planner , Accredited Investment Fiduciary Analyst certifications and has over 25 years of experience. Doug provides financial services to clients in the Dayton, Ohio area.

I. Snapshot

A. Registry Member
  • Since 2006
B. Years of Experience
  • 25
C. College Degrees
  • The Ohio State University - BA
D. Certifications
  • CFP®, AIFA®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    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.

G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
B. Main Location
  • 2305 Far Hills Avenue
    Suite 206
    Dayton, Ohio, 45419
C. Telephone
  • 855.752.6644

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Artifex Financial Group, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Waterhouse/Ameritrade
  • Folio Institutional
  • Trust Company of America

V. Credentials

A. Years of Financial Experience
  • 25 Years
B. College, Degrees, Years
  • The Ohio State University - BA
D. Financial Industry Associations (Active Memberships)
  • National Association of Personal Financial Advisors
  • Alliance of Cambridge Advisors
  • Investment Management Consultants Association

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • State - Ohio
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 1223159
  • IARD: 140643
  • Insurance: None
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    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.

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • 200
D. Assets (Management, Advisement)
  • $100,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Annually)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Doug Kinsey
Most Recent Update:
  • Feb 4, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other