Inactive

Steven Douglas O'COnnor

Altus Wealth Management, LLC

Ft. Mitchell, KY

CRD 2373712

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Employer firm

Altus Wealth Management, LLC CRD 153650

$405M regulatory AUM 20 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Altus Wealth Management, Llc

2500 Chamber Center Drive Suite 202, Ft. Mitchell, KY 41017 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APP_PEND_IARCE	2026-01-01
IN	RA	APPROVED	2011-08-09
OH	RA	APPROVED	2010-05-12

KY RA
APP_PEND_IARCE

Since 2026-01-01
IN RA
APPROVED

Since 2011-08-09
OH RA
APPROVED

Since 2010-05-12

Branch Locations

2500 Chamber Center Drive Suite 202, Ft. Mitchell, KY 41017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Altus Wealth Management	Ft Mitchell	KY	04/2010	Present

04/2010 → Present

Altus Wealth Management

Ft Mitchell, KY

Previous Registrations

2003-01-14 → 2010-04-08

Strategic Advisers Llc

Cincinnati, OH

Boston, MA
2005-08-15 → 2006-07-25

Fidelity Personal Trust Company, Fsb

Cincinnati, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-12-08
S63	Uniform Securities Agent State Law Examination	1993-08-16

S65 Uniform Investment Adviser Law Examination

1998-12-08
S63 Uniform Securities Agent State Law Examination

1993-08-16

Designations

Certified Financial Planner

Other Names

Steven Douglas Oconnor
Steven D O'COnnor

View on SEC IAPD

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