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).
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Total Assets Under Management285MILLION
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Total Number of Accounts2,536ACCOUNTS
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Average Account Value$112,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, IL, MO, NE, OK, TX
Joshua Swanson (CRD# 4798174) 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.
Cody Wheeler (CRD# 7216720) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 2 years of experience in the finance industry.
Cody Wilson (CRD# 7327703) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 2 years of experience in the finance industry.