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Kelly Payne

Step By Step Financial, LLC

Tulsa, OK

CRD 8283972

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Employer firm

Step By Step Financial, LLC CRD 146345

$62.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Step By Step Financial, Llc

9717 E. 42Nd St. Suite 103, Tulsa, OK 74146 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-05-29
  • OK RA
    APPROVED
    Since 2026-05-29

Branch Locations

9717 E. 42Nd St. Suite 103, Tulsa, OK 74146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Step By Step Financial, Llc Tulsa OK 03/2025 Present
Homemaker Tulsa OK 05/2016 03/2025
Other Businesses

Kelly Payne, is a Real Estate Investment Property Owner. This activity amounts to approximately 1% of her time on an annual average basis.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-27
  • S65 Uniform Investment Adviser Law Examination
    2026-05-27

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS

Nearby Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

More in Tulsa, OK

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