Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas Kaestner is a financial professional with over 25 years of experience in the industry. Steven is a Certified Financial Planner and has a law degree and a degree in accounting. He currently serves as a registered representative for Saxony Capital Management, LLC. Prior to this, Steven worked with Calton & Associates, Inc. and Summit Brokerage Services, Inc. Steven is registered in 15 states and specializes in advising individuals, high-net-worth individuals, charitable organizations, and corporations. Steven provides a variety of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees to ria's, finders fees, fees third party manager
1
2
OK
01/02/2025 - Present
Saxony Capital Management, LLC (Edmond OK)
OK
05/08/2017 - 10/23/2020
CALTON & ASSOCIATES, INC. (Edmond OK)
OK
09/01/2016 - 05/15/2017
SUMMIT BROKERAGE SERVICES, INC. (EDMOND OK)
OK
09/29/2006 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (EDMOND OK)
OK
07/21/2000 - 10/04/2006
SECURITIES AMERICA, INC. (OKLAHOMA CITY OK)
AZ
04/05/1999 - 07/26/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TN
09/05/1997 - 04/06/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
OH
02/04/1997 - 09/30/1997
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
BC
Issued 04/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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