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Steven Douglas O'Connor

Altus Wealth Management, LLC

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About Steven Douglas O'Connor

Steven Douglas O'Connor is a financial advisor with Altus Wealth Management, LLC. Steven has been in the industry for over 25 years. Steven's registration is active in Indiana, Ohio, and Kentucky. Steven offers portfolio management for individuals, portfolio management for businesses, and financial planning. He holds a Series 7, 63, and 65 license and has the Certified Financial Planner designation.

Firm Information

Steven O'Connor is currently registered with Altus Wealth Management, LLC. Altus Wealth Management, LLC is an investment advisory firm based in FT. MITCHELL, KY. The firm manages approximately $359,275,273 in assets and serves clients including individuals, high-net-worth individuals, and charitable organizations. They offer financial planning, portfolio management for businesses and individuals, and a variety of other services.
Altus Wealth Management, LLC

2500 CHAMBER CENTER DRIVE

FT. MITCHELL, KY 41017

$359.28M

Assets Under Management

20

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven O'Connor’s Registration & Firm History

KY

05/12/2010 - Present

Altus Wealth Management, LLC (FT. MITCHELL KY)

OH

11/19/1993 - 04/07/2010

FIDELITY BROKERAGE SERVICES LLC (CINCINNATI OH)

NY

07/27/1993 - 10/13/1993

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Douglas O'Connor.
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