PlanGroup Financial

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

6 NE 63rd St Ste 240, Oklahoma City, Okl...

Phone Number

(405) 848-1099

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
2
1
1

About PlanGroup Financial

PlanGroup Financial is a private-family office that exclusively serves families, providing tailored investment management services. Their experienced team is dedicated to securing clients' legacies and offering peace of mind through personalized financial planning. The company operates in multiple locations, including Oklahoma and Nebraska, and aims to build strong relationships with its clients. With a focus on investment advisory services, PlanGroup Financial is committed to delivering high-quality financial solutions.Explore more
PlanGroup Financial's Social MediaPopular SearchesPlanGroup FinancialPlan Group FinancialOnstott Associates IncPlangroupPlan Group Financial IncSIC Code 62,628NAICS Code 52,523Show more

PlanGroup Financial Org Chart

DC
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Chief Executive Officer & Owner

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CW
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Vice President of Advisor Services. Wealth Ma...

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SA
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Investment, Strategy, Research Analyst & Mana...

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DW
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Manager, Private Wealth

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LB
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Client Relationship Manager

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BN
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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PlanGroup Financial

<$5M
11-50
Private
-
1996
<$5M
11-50
Private
-
2001
YK
Yvonne KellyClient Service Manager
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PlanGroup Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PlanGroup Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PlanGroup Financial.

PlanGroup Financial Tech Stack

A closer look at the technologies used by PlanGroup Financial

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Frequently Asked Questions Regarding PlanGroup Financial

What is PlanGroup Financial's official website?
PlanGroup Financial's official website is www.plangroup.com
What is PlanGroup Financial's Revenue?
PlanGroup Financial's revenue is <$5 Million
What is PlanGroup Financial's SIC code?
PlanGroup Financial's SIC: 62,628
What is PlanGroup Financial's NAICS code?
PlanGroup Financial's NAICS: 52,523
How many employees does PlanGroup Financial have?
PlanGroup Financial has 11-50 employees
What industry does PlanGroup Financial belong to?
PlanGroup Financial is in the industry of: Finance, Securities Trading
What is PlanGroup Financial competition?
PlanGroup Financial top competitors include: Ascential Wealth, Peters Financial, Murphy Wealth Management, Copper Canyon Wealth Management
What technology does PlanGroup Financial use?
Some of the popular technologies that PlanGroup Financial uses are: Tierpoint, Cloudflare CDN, Microsoft 365, Sectigo
How do I contact PlanGroup Financial?
PlanGroup Financial contact info: Phone number: (405) 848-1099 Website: www.plangroup.com
What does PlanGroup Financial do?

PlanGroup Financial is a private-family office that exclusively serves families, providing tailored investment management services. Their experienced team is dedicated to securing clients' legacies and offering peace of mind through personalized financial planning. The company operates in multiple locations, including Oklahoma and Nebraska, and aim... s to build strong relationships with its clients. With a focus on investment advisory services, PlanGroup Financial is committed to delivering high-quality financial solutions.Read More

What are PlanGroup Financial social media links?
PlanGroup Financial Linkedin page PlanGroup Financial Twitter page PlanGroup Financial Facebook page
Is PlanGroup Financial a public company?
PlanGroup Financial is private company therefore does not currently have an official ticker symbol
See more information about PlanGroup Financial

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