Plan Group Financial, Inc.

Plan Group Financial, Inc. (CRD# 116508) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $35,000,000 in 402 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $87,065
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Plan Group Financial, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Charles O. Onstott
CRD#: 2437649
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105
96
Wealthminder
score

Charles Onstott (CRD# 2437649) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry. Charles Onstott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Malachi P. Sturlin
CRD#: 4818508
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105
96
Wealthminder
score

Malachi Sturlin (CRD# 4818508) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 11 years of experience in the finance industry. Malachi Sturlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Douglas R. Claycomb
CRD#: 4751115
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105
93
Wealthminder
score

Douglas Claycomb (CRD# 4751115) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 12 years of experience in the finance industry.

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