Christopher Patterson

RETIREMENT PLANNING SPECIALISTS

Ashland, OR 97520

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CRD#: 5240961

Professional summary

Christopher Patterson, who also goes by Christopher R Patterson, Christopher Ryan Stone, is a registered financial advisor currently at RETIREMENT PLANNING SPECIALISTS, INC. located in Ashland, Oregon.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher R Patterson | Christopher Ryan Stone

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.

1) PATTERSON CONSULTING LLC; POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 645 A St, Ashland OR 97520; DESCRIPTION: Maintain entity records for tax purposes. ***2) PATTERSCOTT LLC POSITION: 50% owner NATURE: Owns lot that will become a multi-use building. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 STARTDATE: 06/25/2018 ADDRESS: 2493 Pioneer Rd, Talent OR 97540, United States DESCRIPTION: Own and occupy once built.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Patterson'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 12, 2019 - Present

RETIREMENT PLANNING SPECIALISTS, INC.

Office #1: 241 Maple Street Suite 101, Ashland, OR 97520

RIA

CRD#: 139358

Ashland, OR

Past

December 15, 2008 - September 4, 2019

OSAIC SERVICES, INC.

CRD#: 133763

ASHLAND, OR

Past

February 8, 2007 - November 6, 2008

EDWARD JONES

RIA

CRD#: 250

MEDFORD, OR

Past

December 15, 2006 - November 6, 2008

EDWARD JONES

CRD#: 250

MEDFORD, OR

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".

RETIREMENT PLANNING SPECIALISTS, INC.

MILLION DOLLAR PRODUCER, INC. | THOMAS B. GAU ENTERPRISES, INC. DBA RETIREMENT PLANNING SPECIALI | S & P FINANCIAL, INC. | RETIREMENT PLANNING SPECIALISTS, INC.

CRD#: 139358 / SEC#: 801-66205

RIA

Registered Investment Advisory firm - (2/15/2006 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.

Highlighted states indicate IAR registrations

IAR

Oregon
(9/12/2019)

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: 1/30/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2006

General Securities Representative Examination

Current Firm

RETIREMENT PLANNING SPECIALISTS, INC.

MILLION DOLLAR PRODUCER, INC. | THOMAS B. GAU ENTERPRISES, INC. DBA RETIREMENT PLANNING SPECIALI | S & P FINANCIAL, INC. | RETIREMENT PLANNING SPECIALISTS, INC.

CRD#: 139358 / SEC#: 801-66205

RIA

Registered Investment Advisory firm - (2/15/2006 Approved)

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Contact information

Main Address

241 Maple Street Suite 101, Ashland, OR 97520

Mailing Address

Phone number

(541) 482-0138

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 - (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,053
AUM (Assets Under Management)	$ 323,601,005

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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Christopher Patterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RETIREMENT PLANNING SPECIALISTS, INC.

OSAIC SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

RETIREMENT PLANNING SPECIALISTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/14/2006

Current Firm

RETIREMENT PLANNING SPECIALISTS, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PLANNING SPECIALISTS, INC.

TRUST BUT VERIFY

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