Steven
Kaestner
Saxony Capital Management, LLC
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About this Advisor
Steven Kaestner is a financial advisor based in Edmond, Oklahoma, working with Saxony Capital Management, LLC. Steven has previously held positions at Steven D. Kaestner, Pc, Vsr Financial Services, Inc, The Masters (Division Of Vsr), Summit Brokerage Services, Inc, Saxony Securities, Saxony Capital Management, LLC, Vsr Advisory Services, Ironhorse Wealth Management, Summit Financial Group Inc, Calton & Associates, Inc, Plan Group Financial, Inc, and Smart Money Group, LLC. Steven has passed the Series 63 regulatory exam and is registered to provide services in California, Nebraska, Oklahoma, and Texas. Currently, Steven is part of Saxony Capital Management, LLC, which operates out of Edmond, Oklahoma. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$239,289,634
6
1,192
$200,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Steven Kaestner Work History
Saxony Capital Management, LLC
Saxony Securities
Ironhorse Wealth Management
Steven D. Kaestner, Pc
Plan Group Financial, Inc
Calton & Associates, Inc
Smart Money Group, LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Financial Services, Inc
The Masters (Division Of Vsr)
Vsr Advisory Services
Disclosures
Please visit the SEC profile of Steven Kaestner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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