Steven
Kaestner
Plan Group Financial, Inc
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About this Advisor
Steven Kaestner is a certified financial planner based in Edmond, Oklahoma. Kaestner works at Plan Group Financial, Inc. Over the course of their career, Kaestner has held roles at Steven D. Kaestner, Pc, Vsr Financial Services, Inc, The Masters (Division Of Vsr), Calton & Associates, Inc, Plan Group Financial, Inc, Smart Money Group, LLC, Vsr Advisory Services, Ironhorse Wealth Management, Summit Brokerage Services, Inc, Summit Financial Group Inc and Saxony Securities. Kaestner maintains a Series 63 license, certifying them as a securities broker, and is registered to advise clients in Oklahoma and Texas. Plan Group Financial, Inc is a registered investment firm that has its headquarters in Oklahoma City, OK. The investment advisory business has offices in five locations and a total of 17 employees. It manages $242 million in total assets across its 2,309 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 2,309 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. Plan Group Financial, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically vary depending on the type of services provided. However, fees billed by Plan Group Financial, Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan Group Financial, Inc Brokerage Details
$242,254,517
17
2,309
$104,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Kaestner Work History
Steven has been registered as a financial advisor for 0 years.*
Plan Group Financial, Inc
Saxony Securities
Ironhorse Wealth Management
Steven D. Kaestner, Pc
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Plan Group Financial, Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
