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Cody Owen Wheeler

Director Of OperationsPlan Group Financial, Inc.CRD 7216720

About Cody Owen Wheeler

Cody Owen Wheeler is listed as Director Of Operations at Plan Group Financial, Inc. in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Plan Group Financial, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Cody Owen Wheeler work?

Cody Owen Wheeler is listed as Director Of Operations at Plan Group Financial, Inc. on SEC Form ADV.

How much of Plan Group Financial, Inc. does Cody Owen Wheeler own?

Form ADV reports a beneficial ownership band of Under 5%.

Plan Group Financial, Inc.

TitleDirector Of Operations
OwnershipUnder 5%
Control personYes
Since2022