Step By Step Financial, LLC
Step By Step Financial, LLC (CRD# 146345) is a financial advisory firm headquartered in Broken Arrow, OK. They manage $16,345,376 in 136 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$120,187
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kevin Jacobs (CRD# 5034037) is an Investment Advisor Representative working at Step By Step Financial, LLC in Broken Arrow, OK and has over 12 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.