Conkin Financial Group

What Conkin Financial Group does

Conkin Financial Group, Inc. is a privately-held, founder-owned Registered Investment Advisor (SEC IA ID 328254) operating from a single office at 1616 East 19th Street, Suite 404 in Edmond, Oklahoma. The firm provides personalized financial and retirement planning advisory services to individual investors and families, led by President and Owner Steve Conkin, who holds the CFP® and ChFC designations and has over twenty years of practice tenure, supported by an MBA and BS in Finance from Oklahoma State University. Family members Cooper Conkin and Claire Conkin hold the title of Directors of Client Relations, indicating a tightly-held, family-involved operating structure.

The business model is fee-based and recurring: investment advisory revenue is generated through advisory fees on managed assets, delivered via one-on-one consultations in Edmond. Go-to-market is sales-led and relationship-driven, combining direct outreach, client referrals, a professional Squarespace-hosted website, and a Calendly-based online scheduling funnel. The firm is not venture-backed, has no parent company, and reports no subsidiaries, M&A activity, or external institutional ownership.

The product surface is narrow: a single core service line (Financial Advisory Services) using traditional planning methodologies, with no disclosed proprietary technology, integrations, APIs, applications, or AI/ML capabilities. Compliance posture is maintained through SEC registration and the Form ADV Part 2A/2B filing (latest dated 2025-03-27). The customer base is exclusively individual investors in the Oklahoma market, and the firm has not signaled geographic expansion beyond a single domestic metro.

Name

Conkin Financial Group

Legal name

Conkin Financial Group, Inc.

Website

https://conkinfinancial.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Conkin Financial Group is a privately-held Registered Investment Advisor in Edmond, Oklahoma, providing personalized financial and retirement planning services to individual investors, led by CFP®-credentialed founder Steve Conkin with over twenty years of practice tenure.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Financial advisory services
• Retirement planning
• Investment advisory
• Wealth management
• Financial planning

Headquarters

HQ city

Edmond

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services provided through Conkin Financial Group, Inc., a Registered Investment Advisor. Revenue is generated through advisory fees for financial and retirement planning services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Conkin Financial Group is a financial advisory firm that provides personalized financial and retirement planning services to individuals and families. The firm delivers Investment Advisory Services through Conkin Financial Group, Inc., a SEC Registered Investment Advisor, with engagements led by a CFP® and ChFC credentialed advisor in one-on-one consultations. It also provides supporting client tools such as a client access portal and a risk questionnaire.

Product overview

Conkin Financial Group is a financial advisory firm offering personalized investment advisory and retirement planning services. The firm operates as a single-service practice rather than a platform with multiple modules. Steve Conkin, holding CFP® and ChFC designations, provides one-on-one financial planning guidance. The firm is a Registered Investment Advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services
• Financial and Retirement Planning

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Emerging players

• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent RIAs and financial advisors; comparable as it enables the same independent RIA/financial planning business model that Conkin operates.

Direct peers

• Carson Group: RIA support platform serving independent financial advisors with business coaching, technology, and back-office services; comparable to Conkin as it serves the same end-client (individual investors seeking holistic financial planning) via an RIA model.
• Mercer Advisors: National RIA specializing in comprehensive financial planning and wealth management for individuals and families; directly comparable service offering to Conkin Financial Group, with active M&A of small independent practices.
• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving independent financial advisors offering comprehensive planning; comparable in targeting independent CFP-style practices for partnership/support.
• Creative Planning: Large independent RIA offering comprehensive financial planning and investment advisory services, similar in core service mix to Conkin Financial Group but at vastly greater scale and across national geographies.

Broad incumbents

• Edward Jones: Large national financial advisory firm serving individual investors with retirement and investment planning; broad incumbent that competes with Conkin in the same Edmond, OK and broader Oklahoma retail market.
• Fisher Investments: Large independent money manager and RIA primarily serving high-net-worth individuals with investment advisory services; overlaps with Conkin's investment advisory offering but at much larger scale.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning and investment advisory to individuals nationwide; competes with Conkin for retirement-planning clients but at significantly greater scale.
• Ameriprise Financial: Diversified financial services firm offering financial planning, investment advisory, and wealth management through advisors serving individual clients; comparable customer segment to Conkin but with a much broader product shelf.

Others

• Charles Schwab Advisor Services: Custodian and technology platform serving thousands of independent RIAs; comparable as it provides the back-end infrastructure (custody, technology) that small independent practices like Conkin rely on, though not a direct competitor.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/conkinfinancial
• LinkedInlinkedin.com/company/conkin-financial-group-inc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Conkin Financial Group