Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jerry Plant (CRD# 2171509) is an Investment Advisor Representative working at Mark I Asset Management, Ltd in Oklahoma City, OK and has over 25 years of experience in the finance industry. Jerry Plant has taken additional exams to become a Chartered Financial Analyst (CFA). He is also a CPA with about 30 years experience in the practice of public accounting reaching the level of audit partner with Arthur Young & Co (now EY).
Robert Knowles (CRD# 4398143) is an Investment Advisor Representative working at Heritage Institutional Services, LLC in Oklahoma City, OK and has over 16 years of experience in the finance industry.
Heritage Institutional Serivces is an independent retirement plan consulting firm providing fiduciary services to plan sponsors. Heritage currently provides fiduciary services to plans from $5m to $500m in plan assets. Our current average client size is $30m in plan assets.
We assign two advisors, one support person, and one CFA portfolio manager to ever client.
Jack Wheeler (CRD# 4652707) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 13 years of experience in the finance industry.
Mr. Jack Edward Wheeler, Jr. brings a well distinguished background to the Oklahoma City Merrill Lynch complex. For several years, Mr. Wheeler has served both as an Attorney and a Financial Advisor in the banking industry. Additionally he holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. However, he does not provide legal or tax advice in his services at Merrill...