Mathew R. Bacon

HOGANTAYLOR WEALTH

Tulsa, OK 74114-7000

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CRD#: 2905491

Professional summary

Mathew Reed Bacon is a registered financial advisor currently at HOGANTAYLOR WEALTH located in Tulsa, Oklahoma.

Mathew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mathew has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 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 Mathew Reed Bacon'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®

None

Experience

Current

September 16, 2009 - Present

HOGANTAYLOR WEALTH

Office #1: 2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000

RIA

CRD#: 129696

Tulsa, OK

Past

February 13, 2001 - May 1, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

TULSA, OK

Past

October 21, 1998 - May 1, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

TULSA, OK

Past

August 8, 1997 - August 12, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 8, 1997 - August 12, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

HOGANTAYLOR WEALTH

DISCIPLINED INVESTMENTS, LLC | HT WEALTH | HOGANTAYLOR WEALTH

CRD#: 129696 / SEC#: 801-71011

RIA

Registered Investment Advisory firm - (1/21/2010 Approved)

Oklahoma

Registered Investment Advisory firm - (2/21/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/11/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(9/16/2009)

IAR

Texas
(12/16/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/28/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/1997

General Securities Representative Examination

Current Firm

HOGANTAYLOR WEALTH

DISCIPLINED INVESTMENTS, LLC | HT WEALTH | HOGANTAYLOR WEALTH

CRD#: 129696 / SEC#: 801-71011

RIA

Registered Investment Advisory firm - (1/21/2010 Approved)

Oklahoma

Registered Investment Advisory firm - (2/21/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/11/2013 Terminated)

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Contact information

Main Address

2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000

Mailing Address

Phone number

(918) 388-2690

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 FIRM BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	1,160
AUM (Assets Under Management)	$ 496,814,868

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report

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

Mathew R. Bacon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew Reed Bacon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HOGANTAYLOR WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2000

Series 63

Date: 8/11/1997

Series 7

Date: 8/7/1997

Current Firm

HOGANTAYLOR WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HOGANTAYLOR WEALTH

TRUST BUT VERIFY

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