Steven Douglas Kaestner
Investment adviser representative at Saxony Capital Management, LLC
37 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$367.9MFirm assets
Are you Steven Douglas Kaestner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Saxony Capital Management, LLCNov 2023 to now
- Saxony SecuritiesOct 2020 to now
- Ironhorse Wealth ManagementJun 2011 to now
- Steven D. Kaestner, PcOct 1989 to now
- Plan Group Financial, Inc.Oct 2020 to Nov 2023
- Calton & Associates, Inc.May 2017 to Oct 2020
- Smart Money Group, LLCMay 2017 to Oct 2020
- Summit Brokerage Services, Inc.Sep 2016 to May 2017
- Summit Financial Group IncSep 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 5 states (CA, MN, NE, OK, TX).
Saxony Capital Management, LLC
Legal name: Saxony Capital Management LLC.
$367.9MAssets managed
762Clients
43Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2844064
- Firm CRD
- 122692