KP
Kelly Payne
STEP BY STEP FINANCIAL
TULSA, OK 74146
CRD#: 8283972
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KP
Kelly PayneSTEP BY STEP FINANCIAL
Professional summary
Kelly Payne is a registered financial advisor currently at STEP BY STEP FINANCIAL, LLC located in Tulsa, Oklahoma.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kelly has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Payne'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®
NoneExperience
Current
May 29, 2026 - Present
STEP BY STEP FINANCIAL, LLC
Office #1: 9717 E. 42nd St. Suite 103, Tulsa, OK 74146RIA
CRD#: 146345
TULSA, OK
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(5/29/2026)
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)Loading...
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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