Richard M. Flanders

STRATEGIC PLANNING

Colfax, NC

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CRD#: 868652

Professional summary

Richard Michael Flanders, CFP®, who also goes by Mike Flanders, R Michael Flanders, Richard M Flanders, is a registered financial advisor currently at STRATEGIC PLANNING CORPORATION located in Colfax, North Carolina and MATSON MONEY, INC. located in Greensboro, North Carolina.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Richard has worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Flanders | R Michael Flanders | Richard M Flanders

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) REAL ESTATE BROKER LICENSE, DOING BUSINESS THROUGH MIKE FLANDERS REALTOR, SINCE 1984, PRIVATE RESIDENCE, SOLE-PROPRIETOR, 100% OWNER, NOT INVESTMENT RELATED, DUTIES: LIST & SELL HOUSES, 2 HOURS PER MONTH, 0.5 HOURS MONTHLY DURING TRADING HOURS, COMPENSATION: FEES/COMMISSION. 2) LIFE, ACCIDENT & HEALTH, VARIABLE LIFE AND ANNUITY, AND MEDICARE/LONG TERM CARE INSURANCE LICENSED. THE INSURANCE ACTIVITIES ARE CARRIED ON IN CONNECTION OR THROUGH STRATEGIC PLANNING CORPORATION EMPLOYMENT. STARTED 3/1986 3) MATSON MONEY. INVESTMENT ADVISOR REPRESENTATIVE/SOLICITOR. 5955 DEERFIELD BLVD, MASON, OH 45040. SOLICITOR FOR RIA FIRM. INVESTMENT RELATED. STARTED 2017. UP TO 40 HRS/WK, 40 DURING NORMAL TRADING HRS. 4) SOWELL MANAGEMENT. INVESTMENT ADVISOR REPRESENTATIVE/SOLICITOR. 5320 NORTHSHORE DRIVE, NORTH LITTLE ROCK, AR 72118. SOLICITOR FOR RIA FIRM. INVESTMENT RELATED. SINCE: 04/12/19. UP TO 40 HRS/WK, 40 DURING NORMAL TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Michael Flanders'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®

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

May 21, 2007 - Present

STRATEGIC PLANNING CORPORATION

RIA

CRD#: 118775

Colfax, NC

Current

March 23, 2017 - Present

MATSON MONEY, INC.

RIA

CRD#: 110425

Greensboro, NC

Current

June 28, 2022 - Present

EFFICIENT ADVISORS

RIA

CRD#: 150144

Colfax, NC

Past

April 5, 2019 - April 21, 2023

SOWELL MANAGEMENT

RIA

CRD#: 127145

Colfax, NC

Past

July 26, 1988 - December 31, 2018

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

COLFAX, NC

Past

March 14, 1987 - June 1, 1988

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

Past

March 5, 1986 - March 18, 1987

SOURCE SECURITIES, INC.

CRD#: 8026

Past

January 13, 1986 - March 13, 1986

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

Past

December 8, 1983 - January 24, 1986

SENTRA SECURITIES CORPORATION

CRD#: 10249

Past

January 19, 1983 - January 1, 1984

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

July 23, 1979 - November 22, 1982

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

Past

July 23, 1979 - February 26, 1983

MONY SECURITIES CORPORATION

CRD#: 4386

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".

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 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

North Carolina
(5/21/2007)

IAR

South Carolina
(11/1/2013)

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

Series 63

Date: 12/13/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 7/10/1979

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/11/1986

General Securities Principal Examination

Current Firm

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

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Contact information

Main Address

5955 Deerfield Blvd., Mason, OH 45040

Mailing Address

Phone number

(513) 204-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATSONMONEYADV_PART2 (7/19/2025)

Regulatory assets under management

Total Number of Accounts	30,142
AUM (Assets Under Management)	$ 20,570,944,739

Red Flags

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Advisor Monitoring

Firm Stability Insights

Richard M. Flanders

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Michael Flanders's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATSON MONEY, INC.

EFFICIENT ADVISORS

SOWELL MANAGEMENT

CAPITAL INVESTMENT GROUP, INC.

SECURITIES SERVICE NETWORK, LLC

SOURCE SECURITIES, INC.

WS GRIFFITH SECURITIES, INC.

SENTRA SECURITIES CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

MATSON MONEY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/13/1984

SIE

Date: 10/1/2018

Series 7

Date: 1/15/1983

Series 1

Date: 7/10/1979

Series 24

Date: 6/11/1986

Current Firm

MATSON MONEY, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATSON MONEY, INC.

TRUST BUT VERIFY

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