Fee-OnlyFinder

Conkin Financial Group, INC.

Financial planning in Edmond, OK

State registeredNo commissions reported

Call (405) 348-6200Send a messageMap ↗

Public-record details

Address
1616 E. 19th St., Suite 403, Edmond, OK 73013
Phone
(405) 348-6200
Listed under
Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
328254
Registration
State registered: FL, OK, TX
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$54.8 million
Accounts managed
235
Clients reported (Form ADV 5.D)
147
Individual / high-net-worth clients
139 / 0
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-04-16

State registered (FL, OK, TX) investment adviser, CRD 328254, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Edmond

Chappelwood Financial ServicesFinancial District of Oklahoma, 1725 E 15th Street · Edmond, OK 73013 · (405) 348-0909 · Financial planningCRD 134318 · Hourly charges, Other · $113.1 million AUMSEC registeredNo commissions reportedEsoteric Wealth Partners LLC3209 S. Broadway, Ste. 231 · Edmond, OK 73013 · (425) 354-5627 · Financial planningCRD 168497 · % of assets, Hourly charges, Fixed fees · $18.2 million AUMState registeredNo commissions reportedForge Financial2901 South Bryant Avenue · Edmond, OK 73013 · (405) 340-1600 · % of assets managedCRD 306480 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedHughes Warren, INC.16350 Muirfield Place · Edmond, OK 73013 · (405) 418-4080 · Financial planningCRD 145570 · % of assets, Hourly charges · $220.5 million AUMSEC registeredNo commissions reportedJm2 Capital INC.16340 Muirfield Place · Edmond, OK 73013 · (405) 285-2878 · % of assets managedCRD 292351 · % of assets · $238.4 million AUMSEC registeredNo commissions reportedMain Street Investment Management13920 N. Western Ave · Edmond, OK 73013 · (405) 285-5566 · Financial planningCRD 161452 · % of assets, Fixed fees · $66.1 million AUMState registeredNo commissions reportedSignal Research Group LLC2401 S Bryant Ave, Suite 100 · Edmond, OK 73013 · (405) 509-2553 · Financial planningCRD 166392 · % of assets, Hourly charges, Fixed fees · $18.3 million AUMState registeredNo commissions reportedSoard Financial Management, LLC1907 W 33rd Street, Suite 120 · Edmond, OK 73013 · (405) 509-6068 · Financial planningCRD 156392 · % of assets, Other · $73.0 million AUMState registeredNo commissions reported

All 13 in Edmond →