Steven R. Conkin, CFP<sup>&reg;</sup> - Financial Advisor

Steven R. Conkin, CFP®

MBA

Owner/President

Conkin Financial Group,Inc

1616 E 19th St, Ste 404
Edmond, OK 73013-6628
FINANCIAL ADVISOR'S WEBSITE
(405) 348-6200 CONNECT WITH Steven
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General

Steven Conkin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Conkin Financial Group,Inc in Edmond, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: OK, TX
  • Fixed annuities: OK
  • Variable annuities: OK, TX

Broker-Dealer Affiliation

Woodbury Financial Services

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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