Kerrie Beene (CRD# 6583599) is an Investment Advisor Representative working at Rooted Planning Group in Valliant, OK and has over 8 years of experience in the finance industry. Kerrie Beene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6927173
Edward Jones
CRD# 6983176
Edward Jones
CRD# 2977433
Mariner Independent
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Irvine Wealth Planning Strategies | Corning, NY | Aug 2018 - Current | 5 |
| Proactive Solutions Inc. | Valliant, OK | Nov 2008 - Current | 15 |
| Beene Financial Planning, LLC | Valliant, OK | Apr 2015 - Dec 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- NY
- TX
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Total Assets Under Management96MILLIONS
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Total Number of Accounts619ACCOUNTS
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Average Account Value$154,641
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
CA, FL, IL, MA, NH, NY, OK, PA, TX
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