Director of Operations · Plan Group Financial, Inc.
Cody O. Wheeler
CRD 7216720 · Named on Form ADV at one SEC-registered adviser
At a glance
Plan Group Financial, Inc., an SEC-registered wealth manager based in Oklahoma City, OK with $690 million in regulatory assets, lists Cody O. Wheeler on its Form ADV as Director of Operations, a control person.
Firms and roles
- Plan Group Financial, Inc.Director of OperationsWealth manager · Oklahoma City, OK · $690M in regulatory assets
AtlasMembers
Cody’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Douglas R. ClaycombPresident, Plan Group Financial, Inc.
- Brett W. PohlChief Compliance Officer, Plan Group Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cody’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.