Matthew
Schultz
Plan Group Financial, Inc
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About this Advisor
Matthew Schultz is a financial advisor working in Oklahoma City, Oklahoma. Schultz works at Plan Group Financial, Inc. Schultz has gained experience at Principal Life Insurance Company, Princor Financial Services Corporation, Bosselman Companies, Saxony Securities Inc and Plan Group Financial. Schultz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Nebraska, Oklahoma and Texas. Plan Group Financial, Inc is a financial advisory company that has its headquarters in Oklahoma City, OK. The investment advisory business has offices in five locations and a total of 17 advisors. It has $242 million in assets under management among its 2,309 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 2,309 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. Plan Group Financial, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fee types charged by Plan Group Financial, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan Group Financial, Inc Brokerage Details
$242,254,517
17
2,309
$104,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Schultz Work History
Matthew has been registered as a financial advisor for 0 years.*
Saxony Securities Inc
Plan Group Financial
Principal Life Insurance Company
Princor Financial Services Corporation
Bosselman Companies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Schultz 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
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. 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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