Step By Step Financial, LLC

Step By Step Financial, LLC (CRD# 146345) is a financial advisory firm headquartered in Tulsa, OK. They manage $45,986,006 in 191 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9717 E. 42nd St., Suite 103, Tulsa, OK 74146
https://www.linkedin.com/company/step-by-step-financial-llc/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $240,764
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Step By Step Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Jacobs, financial advisor Tulsa OK
Kevin F. Jacobs
CRD#: 5034037
9717 E. 42nd St., Suite 103, Tulsa, OK 74146

Kevin Jacobs (CRD# 5034037) is an Investment Advisor Representative working at Step By Step Financial, LLC in Tulsa, OK and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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