Dallas WheelerCRD 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.
Lpl Financial LLC
Mark I Asset Management, Ltd
Argent Institutional Services, LLC
|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|
Total Assets Under Management44MILLIONS
Total Number of Accounts562ACCOUNTS
Average Account Value$77,651
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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