Plan Group Financial, Inc.

Plan Group Financial, Inc. (CRD# 116508) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $285,471,604 in 2,536 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105
http://www.plangroup.com
By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    2,536
    ACCOUNTS
  • Average Account Value
    $112,568
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, FL, IL, MO, NE, OK, TX

Financial Advisors at Plan Group Financial, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
James Billingsley, financial advisor Oklahoma City OK
James C. Billingsley
CRD#: 1190831
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

James Billingsley (CRD# 1190831) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 40 years of experience in the finance industry.

2
Douglas Claycomb, financial advisor Oklahoma City OK
Douglas R. Claycomb
CRD#: 4751115
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Douglas Claycomb (CRD# 4751115) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 19 years of experience in the finance industry.

3
Jeffery Eynetich, financial advisor Oklahoma City OK
Jeffery A. Eynetich
CRD#: 6570095
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Jeffery Eynetich (CRD# 6570095) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 8 years of experience in the finance industry.

4
Shawn Hanquist, financial advisor Oklahoma City OK
Shawn G. Hanquist
CRD#: 5549853
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Shawn Hanquist (CRD# 5549853) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 15 years of experience in the finance industry.

5
Matthew Schultz, financial advisor Oklahoma City OK
Matthew R. Schultz
CRD#: 6303722
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Matthew Schultz (CRD# 6303722) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry.

6
Dallas Wheeler, financial advisor Oklahoma City OK
Dallas L. Wheeler
CRD#: 5603270
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Dallas Wheeler (CRD# 5603270) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 15 years of experience in the finance industry.

7
Michael White, financial advisor Oklahoma City OK
Michael J. White
CRD#: 6366732
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Michael White (CRD# 6366732) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry.

8
Paul An, financial advisor Oklahoma City OK
Paul An
CRD#: 7094639
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Paul An (CRD# 7094639) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 4 years of experience in the finance industry.

9
Spencer Aufenthie, financial advisor Oklahoma City OK
Spencer D. Aufenthie
CRD#: 7847232
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Spencer Aufenthie (CRD# 7847232) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has 1 year of experience in the finance industry.

10
Paul Baird, financial advisor Oklahoma City OK
Paul D. Baird
CRD#: 6332529
6 Ne 63rd Street, Suite 240, Oklahoma City, OK 73105

Paul Baird (CRD# 6332529) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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