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Plan Group Financial, Inc.

CRD 116508  ·  Oklahoma City, OK  ·  $690.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
116508
SEC number
801-118599
Firm type
RIA
Assets under management
$690.3M as of Apr 6, 2026
Website
www.plangroup.com ↗
Phone
405-848-1099
Address
101 N.E. 82nd Street, Oklahoma City, OK, 73114

Advisors at this firm

18 in our index · page 1 of 1

1–18 of 18

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 116508 ↗ FINRA BrokerCheck record for firm CRD 116508 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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