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Christopher M
Series 65
Oklahoma City, OK
Integrated Planning Strategies, LLC
Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC, holding a Series 65 designation and 26 years of industry experience. He has worked at Integrated Planning Strategies since 2003 and previously at Plan Group Financial, Inc. From 2003 to 2024, he was a principal member of C & K Class A Services, LLC, a firm transitioning from building management to life and health insurance sales, where he remains active as a licensed life and health insurance agent outside of his advisory work. Integrated Planning Strategies, LLC is a fee-only registered investment adviser serving individual investors and retirement plans with personalized portfolio management. The firm emphasizes individualized planning over preset models, using fundamental, technical, and cyclical analysis, and may employ tactical techniques including option strategies while maintaining a small client base.
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