Christopher Matteson (CRD# 3188106) is an Investment Advisor Representative working at Integrated Planning Strategies, LLC in Oklahoma City, OK and has over 25 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Planning Strategies, LLC | Edmond, OK | Oct 2003 - Current | 20 |
| C & K Class A Services, LLC | Edmond, OK | Mar 2003 - Current | 21 |
| Gemini Industrie, Inc. | El Reno, OK | Jul 2016 - Jun 2017 | < 1 |
| Cornerstone Investment Advisory Group LLC | Oklahoma City, OK | Jul 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- OK
- TX
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$712,564
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OK, TX
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