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 | — |