Unclaimed Profile

Cody Owen Wheeler

PLAN GROUP FINANCIAL, INC.·OKLAHOMA CITY, Oklahoma

SIE, Series 7TO, Series 66Clean record4 years registeredPLAN GROUP FINANCIAL, INC.

101 N.E. 82ND STREET, OKLAHOMA CITY, OK 73114CRD# 7216720Firm CRD# 116508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cody Owen Wheeler · OKLAHOMA CITY, OK

Registration

CRD #7216720 · PLAN GROUP FINANCIAL, INC. · 4 years registered

Brand Profile

Not yet started

Career History

PLAN GROUP FINANCIAL, INC.

Jan 2023 – present

PLAN GROUP FINANCIAL, INC.

May 2022 – Dec 2022

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · May 9, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLAN GROUP FINANCIAL, INC.

CRD 116508 · SEC 801-118599

AUM

$347M

Regulatory assets under management

Employees

2,568 client accounts

Services offered by PLAN GROUP FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLAN GROUP FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Cody Owen Wheeler offer?

Cody Owen Wheeler specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Cody Owen Wheeler's credentials?

Cody Owen Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cody Owen Wheeler located?

Cody Owen Wheeler is based in OKLAHOMA CITY, Oklahoma, working with PLAN GROUP FINANCIAL, INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Cody Owen Wheeler charge for services?

Cody Owen Wheeler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLAN GROUP FINANCIAL, INC.?

PLAN GROUP FINANCIAL, INC. has approximately 24 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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