Steven Conkin, financial advisor Edmond OK

Steven Conkin

CRD Number: 3230634
Current Firm: Woodbury Financial Services, Inc.

Steven Conkin (CRD# 3230634) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Edmond, OK and has over 20 years of experience in the finance industry. Steven Conkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services Inc. Edmond, OK Oct 2017 - Current 2
Conkin Financial Group, Inc. Edmond, OK Feb 2011 - Current 8
Voya Financial Advisors Edmond, OK Sep 2014 - Oct 2017 3
Conkin Financial Group Ii, Inc. Edmond, OK Feb 2004 - Feb 2017 13
Ing Financial Partners, Inc. Edmond, OK Jan 2011 - Aug 2014 3
Advised Assets Group, LLC Greenwood Village, CO Oct 2006 - Dec 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Steven R. Conkin
Phone Number: 800-800-2638
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    7,632
    MILLIONS
  • Total Number of Accounts
    45,748
    ACCOUNTS
  • Average Account Value
    $166,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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