Christopher J. Cone

CONE WEALTH MANAGEMENT

TULSA, OK 74133

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CRD#: 5572521

Professional summary

Christopher John Cone, CFP®, who also goes by Christopher Cone, is a registered financial advisor currently at CONE WEALTH MANAGEMENT located in Tulsa, Oklahoma.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Cone

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. FINANCIAL BUILDERS LLC POSITION: Financial Advisor NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/2010 ADDRESS: 4775 E 91st St S, Suite 200, Tulsa OK 74137, United States DESCRIPTION: Meet Clients, Build portfolios, create financial plans 2. OKLAHOMA SENIOR PLANNING SOLUTIONS LLC POSITION: Managing Member/Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/22/2017 ADDRESS: 8621 S. 66th E. Ave, Tulsa OK 74133, United States DESCRIPTION: The primary duty is to sell medicare related products and other fixed insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Cone'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

March 10, 2025 - Present

CONE WEALTH MANAGEMENT

Office #1: 7914 E 106th Street Suite 207, Tulsa, OK 74133

RIA

CRD#: 866

TULSA, 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
(3/10/2025)

IAR

Texas
(3/28/2025)

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: 10/8/2008

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: 1/23/2009

General Securities Representative Examination

Current Firm

CONE WEALTH MANAGEMENT

CONE WEALTH MANAGEMENT | OKLAHOMA SENIOR PLANNING SOLUTIONS, LLC

CRD#: 333870 / SEC#:

Oklahoma

Registered Investment Advisory firm - (3/10/2025 Approved)

Texas

Registered Investment Advisory firm - (3/28/2025 Approved)

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Contact information

Main Address

7914 E 106th Street Suite 207, Tulsa, OK 74133

Mailing Address

Phone number

(918) 706-5567

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Christopher J. Cone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/8/2008

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2009

Current Firm

CONE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

CONE WEALTH MANAGEMENT

TRUST BUT VERIFY

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