Joshua
Swanson
Plan Group Financial, Inc
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About this Advisor
Joshua Swanson is a financial advisor based in Oklahoma City, Oklahoma, working with Plan Group Financial, Inc. Joshua has previously held positions at Umb Bank, Mma Securities, Plan Group Financial, Saxony Securities Inc, Private Client Services, Mma Agency, and The Baker Group. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Joshua 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
Joshua Swanson Work History
Private Client Services
Plan Group Financial
Saxony Securities Inc
Mma Securities
Mma Agency
Umb Bank
The Baker Group
Disclosures
Please visit the SEC profile of Joshua Swanson 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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