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
Integrated Planning Strategies, LLC
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts10ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Integrated Planning Strategies, LLC
1
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.
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