Darren Conklin
Conklin Financial Management · South Boardman, Michigan
Darren Conklin is a fee-only financial advisor at Conklin Financial Management in South Boardman, Michigan, who holds the CFP and ChFC credentials. Conklin Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Conklin Financial Management |
|---|---|
| Based in | South Boardman, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.4M across 27 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MI · CRD 2233968 |
| Exams passed | Series 63 (1992) · Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | conklinfm.com |
| Profile |
How Darren's firm compares
- Conklin Financial Management's average account is about $53,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Darren
Is Darren Conklin a fee-only financial advisor?
Yes. Darren Conklin is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Darren's firm.
How does Darren charge for financial advice?
Darren's firm, Conklin Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Darren Conklin based?
Darren Conklin is based in South Boardman, Michigan.
What credentials does Darren Conklin hold?
Darren Conklin holds the CFP and ChFC credentials.
Is Darren Conklin registered with the SEC?
Yes. Darren Conklin is registered as an investment adviser representative in MI (CRD 2233968), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Conklin Financial Management manage?
Conklin Financial Management reports $1.4M across 27 accounts in assets under management.
How do I contact Darren Conklin?
Through Darren's website, conklinfm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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