Step By Step Financial, LLC
Step By Step Financial, LLC (CRD# 146345) is a financial advisory firm headquartered in Tulsa, OK. They manage $45,986,006 in 191 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management46MILLION
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Total Number of Accounts191ACCOUNTS
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Average Account Value$240,764
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Step By Step Financial, LLC
1
Kevin Jacobs (CRD# 5034037) is an Investment Advisor Representative working at Step By Step Financial, LLC in Tulsa, OK and has over 18 years of experience in the finance industry.
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