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Kelly Payne

Step By Step Financial, LLC

Tulsa, OK

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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

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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