Oliver E. Matison

BEACON FINANCIAL GROUP

Dallas, TX 75252-5654

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CRD#: 2785401

Professional summary

Oliver Earl Matison, CFP®, CPWA® is a registered financial advisor currently at BEACON FINANCIAL GROUP located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.

Oliver is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Oliver has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Oliver Earl Matison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

CPWA^®

Certified Private Wealth Advisor

Experience

Current

November 5, 2021 - Present

BEACON FINANCIAL GROUP

Office #1: 17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654

RIA

CRD#: 110038

Dallas, TX

Current

November 19, 2014 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 17300 Preston Rd. Ste. 120, Dallas, TX 75252

CRD#: 42046

Dallas, TX

Past

April 18, 2016 - March 26, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

DALLAS, TX

Past

November 19, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

AUSTIN, TX

Past

October 19, 2011 - October 2, 2014

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

ADDISON, TX

Past

October 19, 2011 - October 2, 2014

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

ADDISON, TX

Past

August 7, 2006 - March 28, 2007

FIDELITY PERSONAL TRUST COMPANY, FSB

RIA

CRD#: 109516

WESTLAKE, TX

Past

February 28, 2001 - September 30, 2011

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

August 22, 1996 - September 29, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON FINANCIAL GROUP

BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.

CRD#: 110038 / SEC#: 801-57962

RIA

Registered Investment Advisory firm - (9/15/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(11/19/2014)

IAR

Texas
(11/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/31/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/3/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/28/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/21/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BEACON FINANCIAL GROUP

BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.

CRD#: 110038 / SEC#: 801-57962

RIA

Registered Investment Advisory firm - (9/15/2000 Approved)

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Contact information

Main Address

17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654

Mailing Address

Phone number

(972) 726-9888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON BROCHURE (12/5/2025)

Regulatory assets under management

Total Number of Accounts	2,121
AUM (Assets Under Management)	$ 1,137,548,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Oliver E. Matison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Oliver Earl Matison's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

FIDELITY PERSONAL TRUST COMPANY, FSB

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

BEACON FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2001

Series 63

Date: 9/3/1996

SIE

Date: 10/1/2018

Series 7

Date: 1/28/1998

Series 6

Date: 8/21/1996

FINRA

Current Firm

BEACON FINANCIAL GROUP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL GROUP

TRUST BUT VERIFY

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