Unclaimed Profile

Mathew Reed Bacon

DISCIPLINED INVESTMENTS, LLC·TULSA, Oklahoma

Series 7, Series 63, Series 66Clean record25 years registeredDISCIPLINED INVESTMENTS, LLC

2222 S. UTICA PLACE SUITE 200, TULSA, OK 74114-7000CRD# 2905491Firm CRD# 129696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mathew Reed Bacon · TULSA, OK

Registration

CRD #2905491 · DISCIPLINED INVESTMENTS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

HOGANTAYLOR WEALTH

Sep 2009 – present

CHARLES SCHWAB & CO., INC.

Feb 2001 – May 2009

TULSA, OK

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · February 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DISCIPLINED INVESTMENTS, LLC

CRD 129696 · SEC 801-71011

AUM

$434M

Regulatory assets under management

Employees

969 client accounts

Services offered by DISCIPLINED INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DISCIPLINED INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Mathew Reed Bacon offer?

Mathew Reed Bacon specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Mathew Reed Bacon's credentials?

Mathew Reed Bacon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mathew Reed Bacon located?

Mathew Reed Bacon is based in TULSA, Oklahoma, working with DISCIPLINED INVESTMENTS, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Mathew Reed Bacon charge for services?

Mathew Reed Bacon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DISCIPLINED INVESTMENTS, LLC?

DISCIPLINED INVESTMENTS, LLC has approximately 10 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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