Integrated Planning Strategies, LLC

Integrated Planning Strategies, LLC (CRD# 128804) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $9,609,373 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $320,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Integrated Planning Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher L. Matteson
CRD#: 3188106
Edmond, OK
93
Wealthminder
score

Christopher Matteson (CRD# 3188106) is an Investment Advisor Representative working at Integrated Planning Strategies, LLC in Edmond, OK and has over 17 years of experience in the finance industry.

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