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).
Total Assets Under Management0MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$17,398
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.