PLAN GROUP FINANCIAL, INC. of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 116508). Regulatory assets under management: $690.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Brett William Pohl | CHIEF COMPLIANCE OFFICER | — |
| Douglas Ray Claycomb | PRESIDENT | — |
| Cody Owen Wheeler | DIRECTOR OF OPERATIONS | — |
| CLAYCOMB DOUGLAS RAY | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PETRAITIS BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| HOPKINS ROBERT LEE | CHIEF COMPLIANCE OFFICER | — |
| WHEELER CODY OWEN | DIRECTOR OF OPERATIONS | — |
| City | State | Employees | Phone |
|---|---|---|---|
| OKLAHOMA CITY | OK | 3 | 405-241-1400 |
| GRAND ISLAND | NE | 3 | 308-236-2001 |
| KEARNEY | NE | 3 | 308-236-2001 |
| PHOENIX | AZ | 2 | 18004034349 |
| AUSTIN | TX | 1 | 8774060016 |
| FORT SMITH | AR | 1 | 479-649-0888 |
| FAYETTEVILLE | AR | 1 | 479-444-8200 |
| BENTONVILLE | AR | 1 | 479-25-2877 |