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Christopher John Cone

Christopher J. Cone

CONE WEALTH MANAGEMENT
TULSA, OK 74133
Some features on this profile are disabled
CRD#: 5572521
Christopher John Cone

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.
The advisor shows no other business activity.

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#: 333870
TULSA, OK
Past

January 19, 2024 - April 2, 2025

OSAIC WEALTH, INC.

RIA
CRD#: 23131
TULSA, OK
Past

January 19, 2024 - April 2, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
TULSA, OK
Past

April 8, 2013 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
TULSA, OK
Past

April 5, 2013 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
TULSA, OK
Past

February 29, 2012 - October 15, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
TULSA, OK
Past

February 29, 2012 - October 15, 2012

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
TULSA, OK
Past

December 9, 2011 - January 30, 2012

OSAIC WEALTH, INC.

RIA
CRD#: 23131
TULSA, OK
Past

January 26, 2010 - January 30, 2012

OSAIC WEALTH, INC.

BD
CRD#: 23131
TULSA, OK
Past

January 26, 2009 - December 23, 2009

WADDELL & REED

RIA
CRD#: 866
TULSA, OK
Past

January 26, 2009 - December 23, 2009

WADDELL & REED

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/8/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/23/2009
General Securities Representative Examination

Current Firm

CW
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
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

CONE WEALTH MANAGEMENT

CRD#: 333870Tulsa, OK 74133

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