SK
Steven Kaestner
from Plan Group Financial, Inc.
Steven Kaestner is a financial advisor based in Oklahoma, Oklahoma City,
with 35 years of experience. Steven currently works for
Plan Group Financial, Inc..
Steven maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Kaestner works at Plan Group Financial, Inc.
Plan Group Financial, Inc. is a financial advisory firm based in Oklahoma City, Oklahoma. It currently has approximately $242,254,517 of assets under management and employs about 17 people. Plan Group Financial, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
19 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
6 Ne 63rd Street, Suite 240, Oklahoma City, Oklahoma, 73105
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