Jacob Daniel Wandel

Investment adviser representative at Plan Group Financial, Inc.

11 yearsExperience

1 stateRegistered in

$690.3MFirm assets

6 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

These describe the firm as a whole, not only this advisor.

11 years in the industry.

Registered as an investment adviser representative in 1 state (AR).

$690.3MAssets managed

1,221Clients

16Advisers

6 yearsIn business

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.