Christopher Lee Matteson

Employer firm

Integrated Planning Strategies, LLC CRD 128804

$12.5M regulatory AUM

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

• 10/2003 → Present
  Integrated Planning Strategies, Llc
  Edmond, OK
• 03/2003 → Present
  C & K Class A Services, Llc
  Edmond, OK
• 07/2016 → 06/2017
  Gemini Industrie, Inc
  El Reno, OK

Previous Registrations

• 2003-12-02 → 2016-11-19
  Integrated Planning Strategies, Llc
  Edmond, OK
• 2012-08-02 → 2016-07-22
  Cornerstone Investment Advisory Group, Llc
  Oklahoma City, OK
• 1999-04-13 → 2003-10-01
  Plan Group Financial, Inc.
  Oklahoma City, OK

Other Businesses

CHRISTOPHER L. MATTESON IS A PRINCIPAL MEMBER OF C & K CLASS A SERVICES, LLC. C & K CLASS A IS A COMPANY OFFERING BUILDING MANAGMENT SERVICES BUT CURRENTLY TRANSITIONING TO LIFE AND HEALTH INSURANCE SALES. It IS LOCATED IN EDMOND OKLAHOMA. CHRISTOPHER L. MATTESON DEVOTES APPROXAMATELY 10 HOURs PER MONTH TO THIS COMPANY. FIVE OF THESE HOURS COULD BE DURING SECURITIES TRADING HOURS. DUTIES PERFORMED INCLUDE INSURANCE SAES, MANAGERIAL TASKS AND CORPORATE DUE DILIGENCE. CHRISTOPHER L. MATTESON IS A LIFE AND HEALTH INSURANCE AGENT. INSURANCE PRODUCTS ARE NOT SOLD THROUGH INTEGRATED PLANNING STRATEGIES, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-15