Christopher Patterson

Employer firm

Retirement Planning Specialists, Inc. CRD 139358

$371M regulatory AUM 556 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 08/2019
  Retirement Planning Specialist
  Ashland, OR
• 01/2009 → 08/2019
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2019 → Present
  S & P Financial, Inc. Dba Financial Planning Specialists
  Ashland, OR

Previous Registrations

• 2007-02-08 → 2008-11-06
  Edward Jones
  Ashland, OR
  St Louis, MO
  Medford, OR
  Medford, OR

Other Businesses

1) PATTERSON CONSULTING LLC; POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 645 A St, Ashland OR 97520; DESCRIPTION: Maintain entity records for tax purposes. ***2) PATTERSCOTT LLC POSITION: 50% owner NATURE: Owns lot that will become a multi-use building. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 STARTDATE: 06/25/2018 ADDRESS: 2493 Pioneer Rd, Talent OR 97540, United States DESCRIPTION: Own and occupy once built.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-30

Other Names

• Christopher Ryan Stone
• Christopher Ryan Stone
• Christopher R Patterson