Doug Kinsey, Cfp®, Cima®

Doug Kinsey, Cfp®, Cima® Email and Phone Number

Partner @ Artifex Financial Group, LLC
Dayton, OH, US
Doug Kinsey, Cfp®, Cima®'s Location
Dayton, Ohio, United States, United States
Doug Kinsey, Cfp®, Cima®'s Contact Details

Doug Kinsey, Cfp®, Cima® work email

Doug Kinsey, Cfp®, Cima® personal email

n/a

Doug Kinsey, Cfp®, Cima® phone numbers

About Doug Kinsey, Cfp®, Cima®

The primary objective of all of us at Artifex Financial Group is to maintain and/or grow the net worth of our clients and to help them live the quality of life that they desire.

Doug Kinsey, Cfp®, Cima®'s Current Company Details
Artifex Financial Group, LLC

Artifex Financial Group, Llc

View
Partner
Dayton, OH, US
Website:
artifexfinancial.com
Employees:
10
Doug Kinsey, Cfp®, Cima® Work Experience Details
  • Artifex Financial Group, Llc
    Partner
    Artifex Financial Group, Llc
    Dayton, Oh, Us
    View
  • Sweater Cashmere Fund
    Founding Member
    Sweater Cashmere Fund May 2022 - Present
    Boulder, Colorado, Us
    View
  • Artifex Financial Group, Llc
    Partner
    Artifex Financial Group, Llc Mar 2007 - Present
    In addition to serving as Artifex Financial Group's Chief Investment Officer and co-owner, I work with individual and corporate clients to develop and manage personal wealth, retirement income, and investment strategies.
  • Fifth Third Bank
    Vice President
    Fifth Third Bank Jun 2003 - Mar 2007
    Cincinnati, Ohio, Us
    Manager of the Western Ohio Wealth Management Advisor Group
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Feb 2000 - May 2003
    New York, Ny, Us
    View
  • Brower Insurance Agency
    Commercial Lines Insurance Agent
    Brower Insurance Agency Jun 1991 - Feb 2000
  • Pottinger Insurance
    Property/Casualty Agent, Marketing Manager
    Pottinger Insurance Oct 1988 - Jun 1991
  • Superior Insurance
    Territory Manager
    Superior Insurance Sep 1987 - Oct 1988
  • L.M. Berry And Company
    Advertising Sales Executive
    L.M. Berry And Company Sep 1984 - Aug 1987
  • Northwestern Mutual
    Insurance Agent
    Northwestern Mutual Jun 1983 - Sep 1984

Doug Kinsey, Cfp®, Cima® Skills

Wealth Management Investments Finance Investment Strategies Retirement Investment Advisory Financial Advisory Retirement Planning Asset Allocation Estate Planning Wealth Iras Portfolio Management Investment Management Securities Mutual Funds Etfs 401k Asset Management Series 7 Alternative Investments Wealth Management Services Financial Planners High Net Worth Individuals Financial Services Financial Planning Series 63 Equities Fixed Income Strategic Financial Planning Asset Managment Pensions Personal Finance Personal Financial Planning Retirement Plan Consulting Funding Options Certified Financial Planner

Doug Kinsey, Cfp®, Cima® Education Details

  • Harvard University
    Harvard University
    Strategy
  • The Ohio State University
    The Ohio State University
    Political Science
  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Investment Management Education Program
  • Harvard Business School Online
    Harvard Business School Online
    Negotiation Mastery
  • Harvard Business School Online
    Harvard Business School Online
    General
  • Harvard Business School Online
    Harvard Business School Online
    Business Analytics; Economics For Managers; Financial Accounting
  • Harvard Business School Online
    Harvard Business School Online
    Disruptive Strategy With Clayton Christensen

Frequently Asked Questions about Doug Kinsey, Cfp®, Cima®

What company does Doug Kinsey, Cfp®, Cima® work for?

Doug Kinsey, Cfp®, Cima® works for Artifex Financial Group, Llc

What is Doug Kinsey, Cfp®, Cima®'s role at the current company?

Doug Kinsey, Cfp®, Cima®'s current role is Partner.

What is Doug Kinsey, Cfp®, Cima®'s email address?

Doug Kinsey, Cfp®, Cima®'s email address is do****@****ial.com

What is Doug Kinsey, Cfp®, Cima®'s direct phone number?

Doug Kinsey, Cfp®, Cima®'s direct phone number is (855) 752*****

What schools did Doug Kinsey, Cfp®, Cima® attend?

Doug Kinsey, Cfp®, Cima® attended Harvard University, The Ohio State University, The University Of Chicago Booth School Of Business, Harvard Business School Online, Harvard Business School Online, Harvard Business School Online, Harvard Business School Online.

What skills is Doug Kinsey, Cfp®, Cima® known for?

Doug Kinsey, Cfp®, Cima® has skills like Wealth Management, Investments, Finance, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Retirement Planning, Asset Allocation, Estate Planning, Wealth, Iras.

Who are Doug Kinsey, Cfp®, Cima®'s colleagues?

Doug Kinsey, Cfp®, Cima®'s colleagues are Gerald Summers, Darren Harp, Alexander Browning, Doug Kinsey.

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