Steven Conkin
Steven Conkin is a CFP, ChFC-designated registered investment advisor at Conkin Financial Group, INC., based in Edmond, OK, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 142 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable. No fee is charged for non-discretionary accounts held on the custodian platform.
Fee Estimator
Location
1616 E. 19th St., Suite 403, Edmond, OK, 73013
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a co-trustee of the Steven Ross Conkin and Brooke Allison Conkin Revocable Living Trust and president of the Shadow Lake Hills HOA, each requiring minimal time. He is also an independent insurance agent, though he is not actively pursuing insurance sales.
Employment History
Current Registrations
Conkin Financial Group, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Advised Assets Group, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Washington Square Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.