Kevin F. Jacobs
STEP BY STEP FINANCIAL
TULSA, OK 74146
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CRD#: 5034037
Professional summary
Kevin Francis Jacobs, CFP® is a registered financial advisor currently at STEP BY STEP FINANCIAL, LLC located in Tulsa, Oklahoma.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kevin has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
Kevin Jacobs is a CFP® who provides comprehensive, holistic financial planning services to married couples in all stages of the retirement journey in the greater Broken Arrow, Oklahoma area. He also works with clients virtually across the country.
Kevin is passionate about helping couples balance their financial and personal preparedness for retirement and crafting a financial plan driven by goals, values, and results. His clients are legacy-minded and want to strike a balance between:
1. Saving for a retirement they love.
2. Living well today.
3. They're passionate about impacting their families, communities, and causes through charitable giving and legacy building.
When Kevin isn't working, he enjoys spending time with his family – his wife and children. He loves watching sports with his kids (the Cubs and their local high school team – the Tulsa NOAH Jaguars), volunteering, and walking around the Broken Arrow Rose District. You may find Kevin sometime at his favorite restaurant, the Main Street Tavern, which is just right around the corner from the office.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Retirement Income Management
Tax Planning
Social Security Planning
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
A Investment-Related Activities Mr. Jacobs is not engaged in any other investment-related activities. B Non-Investment Related Activities Kevin Jacobs, the principal of Step By Step Financial, also owns Step By Step Tax Solutions, LLC, a separate and affiliated company. Step By Step Tax Solutions, LLC provides tax preparation services. This activity amounts to 5% of his time on a monthly basis.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Francis Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
March 28, 2008 - Present
STEP BY STEP FINANCIAL, LLC
Office #1: 9717 E. 42nd St. Suite 103, Tulsa, OK 74146RIA
CRD#: 146345
TULSA, OK
Past
June 7, 2006 - December 21, 2007
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
GERMANTOWN, TN
Past
October 7, 2005 - December 21, 2007
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
GERMANTOWN, TN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(3/28/2008)
IAR
Texas(8/13/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
STEP BY STEP FINANCIAL, LLC
STEP BY STEP FINANCIAL, LLC | STEP BY STEP TAX AND FINANCIAL PLANNINIG | STEP BY STEP TAX AND FINANCIAL PLANNING, LLC
CRD#: 146345 / SEC#:
Oklahoma
Registered Investment Advisory firm - (3/28/2008 Approved)Texas
Registered Investment Advisory firm - (8/10/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9717 E. 42nd St. Suite 103, Tulsa, OK 74146
Mailing Address
Phone number
(918) 806-1030
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 205 |
| AUM (Assets Under Management) | $ 47,650,410 |
Red Flags
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Company Information
STEP BY STEP FINANCIAL, LLC
CRD#: 146345Tulsa, OK 74146TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
