Dallas Wheeler, financial advisor Oklahoma City OK
93 score

Dallas Wheeler

CRD Number: 5603270
Current Firm: Plan Group Financial, Inc.

Dallas Wheeler (CRD# 5603270) 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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Company Name Location Dates Years
Saxony Securities St. Louis, MO May 2017 - Current < 1
Plan Group, Inc. Oklahoma City, OK May 2017 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Moore, OK Apr 2014 - Current 4
Bw Group, LLC Edmond, OK Apr 2014 - Current 4
Big D Sports, LLC Moore, OK Oct 2013 - Current 4
Progressive Home Solutions, LLC Moore, OK Oct 2007 - Current 10
Waddell & Reed, Inc. Edmond, OK Apr 2014 - May 2017 3
Jp Morgan Securities LLC Oklahoma City, OK Oct 2012 - Apr 2014 1
Jp Morgan Chase Bank Na Oklahoma City, OK Sep 2008 - Oct 2012 4
Chase Investment Services Corp Oklahoma City, OK Sep 2008 - Oct 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Dallas L. Wheeler
Phone Number: 405-848-1099
Firm Website: http://www.plangroup.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $77,651
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)
Types of Clients
Registered States

OK

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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