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).
Total Assets Under Management10MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$320,312
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Matteson (CRD# 3188106) is an Investment Advisor Representative working at Integrated Planning Strategies, LLC in Edmond, OK and has over 18 years of experience in the finance industry.