Oliver Earl Matison
Investment adviser representative at Beacon Financial Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Kestra Advisory Services, LLCApr 2016 to now
- Kestra Investment Services, LLCNov 2014 to now
- Beacon Financial GroupOct 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Financial Group
Legal name: Beacon Retirement Planning Services Inc.
$1.3BAssets managed
1,052Clients
8Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2785401
- Firm CRD
- 110038