Unclaimed Profile

Kerrie Beene

IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, New York

Series 65Clean record10 years registeredIRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET, CORNING, NY 14830CRD# 6583599Firm CRD# 284120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kerrie Beene · CORNING, NY

Registration

CRD #6583599 · IRVINE WEALTH PLANNING STRATEGIES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IRVINE WEALTH PLANNING STRATEGIES, LLC

ROOTED PLANNING GROUP

Aug 2018 – Apr 2025

Valliant, OK

BEENE FINANCIAL PLANNING

Jan 2016 – Dec 2018

VALLIANT, OK

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 12, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IRVINE WEALTH PLANNING STRATEGIES, LLC

CRD 284120 · SEC 801-112546

AUM

$96M

Regulatory assets under management

Employees

619 client accounts

Services offered by IRVINE WEALTH PLANNING STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IRVINE WEALTH PLANNING STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Kerrie Beene offer?

Kerrie Beene specializes in Financial Planning, Investment Management.

What are Kerrie Beene's credentials?

Kerrie Beene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kerrie Beene located?

Kerrie Beene is based in CORNING, New York, last registered with IRVINE WEALTH PLANNING STRATEGIES, LLC.

How does Kerrie Beene charge for services?

Kerrie Beene's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IRVINE WEALTH PLANNING STRATEGIES, LLC?

IRVINE WEALTH PLANNING STRATEGIES, LLC has approximately 5 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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