Michael James White
Investment adviser representative at Plan Group Financial, Inc.
17 yearsExperience
3 statesRegistered in
$690.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Plan Group Financial, Inc.Feb 2018 to now
- Mwj Advisor Services, LLCDec 2016 to now
- Signal Research Group LLCDec 2016 to Feb 2018
- Futurity First Insurance CompanySep 2009 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (NE, OK, TX).
Plan Group Financial, Inc.
$690.3MAssets managed
1,221Clients
16Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6366732
- Firm CRD
- 116508