Beene Financial Planning

Beene Financial Planning (CRD# 281457) is a financial advisory firm headquartered in Valliant, OK. They manage $52,194 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $17,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Beene Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Kerrie Beene
CRD#: 6583599
Valliant, OK
89
Wealthminder
score

Kerrie Beene (CRD# 6583599) is an Investment Advisor Representative working at Beene Financial Planning in Valliant, OK and has over 2 years of experience in the finance industry.

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