Fast, Free &Confidential.

Paladin: Investor Services Since 2003

Firm Profile for Artifex Financial Group, LLC

Back

Artifex Financial Group, LLC

Doug Kinsey

Dayton, OH, 45429

Telephone: [937] 660-8311

MEMBER:

Visit Our Website

Email This Professional

Download My Profile

Email Profile to Friend

Our Business Philosophy

Artifex Financial Group is committed to a comprehensive, objective, fee-only wealth management process. We do not earn any compensation outside of the fee for our services. Our sole focus is helping you to grow and protect your wealth in an efficient and effective manner. We advise on all areas of financial planning, such as tax planning and preparation, goal planning, investment management, insurance and risk management, and estate. We simplify and coordinate your financial life.

Our Education

Members of our firm hold the following numbers of degrees:

BA/BS/Equivalent: 2

Financial Services

Number of Professionals and support staff:

Investment professionals: 2

Other professionals: 1

Background of key professionals:

Name

CRD or IARD #

Experience (Yrs)

Certification(s)

Degree(s)

Doug Kinsey

Not Available

CFP ®, AIF ®, AIFA ®, ChFC ©, CCPS

Darren Harp

Not Available

AIF ®

We provide our CRD or IARD numbers upon request:

• Yes

You can view our compliance record for financial services and products by going to www.finra.org and entering our CRD or IARD numbers. If no record appears, go to our state's securities commissioner website and enter the same number. http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

Members of our firm are acknowledged fiduciaries

We provide the following types of financial planning services:

• Financial Planning

• Retirement Planning

• College Planning

• Charitable Planning

• Tax Planning

• Investment Strategy

• Current Plan Reviews

We provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

We market the following types of investment products:

• Mutual funds

• Exchange Traded Funds

• Securities

• Hedge funds

• Equity Real Estate

• Mortgages

Our minimum asset requirement for our investment services is:

• $500,000

Our primary professional association memberships include:

• National Association of Personal Financial Advisors

• Center for Fiduciary Studies / Foundation for Fiduciary Studies

• Institute for Divorce Financial Analysts

Tax & Accounting Services

We provide services for the following types of clients:

• Individuals & Families

• Businesses

We provide the following tax and accounting services to individuals and families:

• Tax Planning

• Tax Return Preparation

We provide additional tax and accounting services to individuals and families:

• We provide tax preparation and planning to our comprehensive wealth management clients only.

• We do not provide tax services to businesses or on a stand-alone basis.

You can view our compliance record for tax and accounting services by going to our State Board of Accountancy's website:

• http://acc.ohio.gov/

Business Practices

Our method(s) of compensation are:

• Asset-based fee (Percent of assets)

• Fixed fee

• Hourly fee

We provide services to remote clients over the telephone and Internet

We provide the following types of information services:

• Online consumer education

• Monthly reports

• Quarterly reports

• Annual reports

• Market Letters

• Newsletters

We generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

Certification:

We certify all of the information in our firm profile is accurate, complete, and up-to-date.

Firm: Artifex Financial Group, LLC

Most Recent Update: October 29, 2008

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.