Cody Owen Wheeler
Investment adviser representative at Plan Group Financial, Inc.
11 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
11 years in the industry.
- Private Client ServicesNov 2023 to now
- Plan Group Financial, Inc.Jul 2018 to now
- Saxony Securities, IncJan 2020 to Nov 2023
- Southwestern Oklahoma State UniversityAug 2015 to May 2018
- Ossaa Umpiring AssociationAug 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7216720
- Firm CRD
- 116508