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Dallas Lee Wheeler

Plan Group Financial, Inc.

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About Dallas Lee Wheeler

Dallas Wheeler is a registered investment advisor representative with Plan Group Financial, Inc. Dallas has been in the financial services industry since 2008. Dallas has held previous roles at SAXONY SECURITIES, INC., WADDELL & REED, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Dallas is licensed in Oklahoma and holds the Series 6, Series 7, Series 63, and Series 65 securities licenses.

Firm Information

Dallas Wheeler is currently registered with Plan Group Financial, Inc.. Plan Group Financial, Inc. is an investment advisor based in Oklahoma City, OK. The firm offers financial planning and portfolio management services to individuals, including high-net-worth individuals, and has approximately $346.9 million in regulatory assets under management.
Plan Group Financial, Inc.

101 N.E. 82ND STREET

OKLAHOMA CITY, OK 73114

$346.93M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dallas Wheeler’s Registration & Firm History

OK

01/25/2023 - Present

Plan Group Financial, Inc. (OKLAHOMA CITY OK)

OK

05/12/2017 - 12/31/2019

SAXONY SECURITIES, INC. (Oklahoma City OK)

OK

04/01/2014 - 05/15/2017

WADDELL & REED (EDMOND OK)

OK

10/01/2012 - 04/09/2014

J.P. MORGAN SECURITIES LLC (OKLAHOMA CITY OK)

OK

11/05/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 06/30/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/04/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dallas Lee Wheeler.
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