Christopher L. Matteson

INTEGRATED PLANNING STRATEGIES

Oklahoma City, OK

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CRD#: 3188106

Professional summary

Christopher Lee Matteson is a registered financial advisor currently at INTEGRATED PLANNING STRATEGIES, LLC located in Oklahoma City, Oklahoma.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 3 firms and has passed the Series 65 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.

CHRISTOPHER L. MATTESON IS A PRINCIPAL MEMBER OF C & K CLASS A SERVICES, LLC. C & K CLASS A IS A COMPANY OFFERING BUILDING MANAGMENT SERVICES BUT CURRENTLY TRANSITIONING TO LIFE AND HEALTH INSURANCE SALES. It IS LOCATED IN EDMOND OKLAHOMA. CHRISTOPHER L. MATTESON DEVOTES APPROXAMATELY 10 HOURs PER MONTH TO THIS COMPANY. FIVE OF THESE HOURS COULD BE DURING SECURITIES TRADING HOURS. DUTIES PERFORMED INCLUDE INSURANCE SAES, MANAGERIAL TASKS AND CORPORATE DUE DILIGENCE. CHRISTOPHER L. MATTESON IS A LIFE AND HEALTH INSURANCE AGENT. INSURANCE PRODUCTS ARE NOT SOLD THROUGH INTEGRATED PLANNING STRATEGIES, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee Matteson's 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

December 12, 2017 - Present

INTEGRATED PLANNING STRATEGIES, LLC

RIA

CRD#: 128804

Oklahoma City, OK

Past

August 2, 2012 - July 22, 2016

CORNERSTONE INVESTMENT ADVISORY GROUP, LLC

RIA

CRD#: 117890

OKLAHOMA CITY, OK

Past

December 2, 2003 - November 19, 2016

INTEGRATED PLANNING STRATEGIES, LLC

RIA

CRD#: 128804

EDMOND, OK

Past

April 13, 1999 - October 1, 2003

PLAN GROUP FINANCIAL, INC.

RIA

CRD#: 116508

OKLAHOMA CITY, OK

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
(12/12/2017)

IAR

Texas
(1/22/2018)

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 65

Date: 3/15/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 1/25/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTEGRATED PLANNING STRATEGIES, LLC

CRD#: 128804 / SEC#:

Oklahoma

Registered Investment Advisory firm - (12/11/2017 Approved)

Texas

Registered Investment Advisory firm - (1/16/2018 Conditional Restricted)

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Contact information

Main Address

Oklahoma City, OK

Mailing Address

701 Cedar Lake Blvd., #145, Oklahoma City, OK 73114

Phone number

(405) 285-5111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 10,159,581

Red Flags

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

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Christopher L. Matteson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee Matteson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED PLANNING STRATEGIES, LLC

CORNERSTONE INVESTMENT ADVISORY GROUP, LLC

INTEGRATED PLANNING STRATEGIES, LLC

PLAN GROUP FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/15/1999

Series 6

Date: 1/25/1999

Current Firm

INTEGRATED PLANNING STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRATED PLANNING STRATEGIES, LLC

TRUST BUT VERIFY

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