Christopher Patterson
Investment adviser representative at Retirement Planning Specialists, Inc.
18 yearsExperience
1 stateRegistered in
$370.6MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Retirement Planning Specialists, Inc.Nov 2025 to now
- S & P Financial, Inc. dba Financial Planning SpecialistsSep 2019 to now
- Sagepoint Financial, Inc.Jan 2009 to Aug 2019
- Retirement Planning SpecialistNov 2008 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OR).
Retirement Planning Specialists, Inc.
Legal name: S & P Financial, Inc.
$370.6MAssets managed
556Clients
2Advisers
20 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
- 5240961
- Firm CRD
- 139358