PlanGroup Financial Employee Directory
PlanGroup Financial corporate office is located in 6 NE 63rd St Ste 240, Oklahoma City, Oklahoma, 73105, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Finance
7
Operations
2
C-Suite
1
Sales
1
PlanGroup Financial CEO
Key Employees of PlanGroup Financial
- CW
PlanGroup Financial Global Presence
| Location | People at location |
| North America | 11-50 |
| South America | 1-10 |
Index of contact profiles from PlanGroup Financial
- Vice President of Advisor Services. Wealth Manager
- United States , Oklahoma , Oklahoma City
- Manager, Private Wealth
- United States , Oklahoma , Oklahoma City
- Chief Executive Officer & Owner
- United States , Oklahoma , Oklahoma City
- Client Relationship Manager
- United States , Oklahoma , Oklahoma City
- Investment, Strategy, Research Analyst & Manager
- United States , Oklahoma , Oklahoma City
- Independent Financial Advisor
- United States , Oklahoma , Oklahoma City
- Investment Analyst
- United States , Oklahoma , Oklahoma City
- Office Manager
- United States , Oklahoma , Oklahoma City
- Senior Manager, Wealth & Partner
- United States , Oklahoma , Oklahoma City
- Administrative Assistant
- United States , Oklahoma , Oklahoma City
- Client Relationship Manager
- United States , Oklahoma , Oklahoma City
- CPA
- United States , Oklahoma , Oklahoma City
- Client Service Manager
- United States , Oklahoma , Oklahoma City
Former Employees at PlanGroup Financial
Explore people who held key positions, contributed to PlanGroup Financial's success, and advanced their careers.
Business Development A... at Continental Resources
Worked as Associate Investment Analyst
at PlanGroup Financial (2021-2024)
Chief Investment Offic... at Cadent Capital Advisor...
Worked as Senior Investment Management Specialist
at PlanGroup Financial (2020-2021)
Senior Investment Anal... at HL Investments
Worked as Investment Management and Research
at PlanGroup Financial (2014-2024)
Explore More
People from Similar Companies in the Finance Industry Located in Oklahoma, United States
Frequently Asked Questions Regarding PlanGroup Financial Employees
Plan Group is an outsourced family office that specializes in custom investment management for high-net-worth and ultra-high-net-worth individuals, as well as financial institutions. They provide tailored financial solutions and bridge the coordination gap in wealth management, offering access to exclusive investment opportunities. As an independen... Read More
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