PLAN GROUP FINANCIAL, INC.

OKLAHOMA CITY, Oklahoma·2 registered advisors·CRD# 116508
SEC# 801-1185998405-848-1099
01

Firm Overview

AUM
$347M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLAN GROUP FINANCIAL, INC.

2 registered advisors
Cody Owen Wheeler
OKLAHOMA CITY, Oklahoma
Douglas Ray Claycomb
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
2 advisors

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Data sourced from SEC Form ADV filings. PLAN GROUP FINANCIAL, INC. (CRD# 116508) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.