Integrated Planning Strategies, LLC

Integrated Planning Strategies, LLC (CRD# 128804) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $7,125,635 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
701 Cedar Lake Blvd., #145, Oklahoma City, OK 73114
https://www.mattesoninvests.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $712,564
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Matteson, financial advisor Oklahoma City OK
Christopher L. Matteson
CRD#: 3188106
Oklahoma City, OK

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals