Step By Step Financial, LLC

Step By Step Financial, LLC (CRD# 146345) is a financial advisory firm headquartered in Broken Arrow, OK. They manage $13,833,883 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.


Financial Advisors at Step By Step Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Kevin F. Jacobs
CRD#: 5034037
121 West Commercial Street, Broken Arrow, OK 74012

Kevin Jacobs (CRD# 5034037) is an Investment Advisor Representative working at Step By Step Financial, LLC in Broken Arrow, OK and has over 10 years of experience in the finance industry. Kevin Jacobs 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.

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