Steven Conkin
Conkin Financial Group · Edmond, Oklahoma
Steven Conkin is a fee-only financial advisor at Conkin Financial Group in Edmond, Oklahoma, who holds the CFP and ChFC credentials. Conkin Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Conkin Financial Group |
|---|---|
| Based in | Edmond, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $54.8M across 235 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, OK, TX · CRD 3230634 |
| Exams passed | Series 63 (2011) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.conkinfinancial.com |
| Profile |
How Steven's firm compares
- Conkin Financial Group's average account is about $233,000, from its Form ADV (assets managed divided by 235 accounts).
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Questions about Steven
Is Steven Conkin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Conkin Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Conkin Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Conkin based?
Steven Conkin is based in Edmond, Oklahoma.
What credentials does Steven Conkin hold?
Steven Conkin holds the CFP and ChFC credentials.
Is Steven Conkin registered with the SEC?
Yes. Steven Conkin is registered as an investment adviser representative in FL, OK and TX (CRD 3230634), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conkin Financial Group manage?
Conkin Financial Group reports $54.8M across 235 accounts in assets under management.
How do I contact Steven Conkin?
Through Steven's website, www.conkinfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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