Cody
Wheeler
Plan Group Financial, Inc
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About this Advisor
Cody Wheeler is a financial advisor based in Oklahoma City, Oklahoma, working with Plan Group Financial, Inc. Cody has previously held positions at Saxony Securities, Inc, Plan Group Financial, Ossaa Umpiring Association, Southwestern Oklahoma State University, University Of Oklahoma, Navajo Public Schools, and Private Client Services. Cody has passed the Series 66 regulatory exam and is registered to provide services in Nebraska, Oklahoma, and Texas. Currently, Cody is part of Plan Group Financial, Inc, which operates out of Oklahoma City, Oklahoma. The firm has 8 offices and 24 employees. The firm manages assets totaling $285.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Plan Group Financial, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Plan Group Financial, Inc Brokerage Details
$285,471,604
24
2,536
$112,568
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cody Wheeler Work History
Private Client Services
Plan Group Financial
Saxony Securities, Inc
Ossaa Umpiring Association
Southwestern Oklahoma State University
University Of Oklahoma
Navajo Public Schools
Disclosures
Please visit the SEC profile of Cody Wheeler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plan Group Financial, Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Fort Smith, AR
Oklahoma City, OK
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