Plangroup
Empowering our clients to reach their investment goals since 1996. Your Plan. Your Group. Stronger Strategies with Professionals in your Corner. PlanGroup Financial is an established RIA in Oklahoma City having provided excellent service to our clients for decades. We set the precedent to have a personable relationship with all our clients comprised of business owners, families, and everything in between. At PlanGroup Financial, we align our clients’ needs directly with our actions. Instead of charging hidden fees for lackluster services, we benefit only when our clients benefit. Our team is committed to providing our clients with the best service imaginable whether it is today or generations to come.
7-day free trial · no credit card
Verified contacts
15
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 15 verified contacts at Plangroup
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JD
James Doyle
Director · General Business & Management
EmailPhone - LB
Lindsay Bowen
Client Relationship Manager · Customer/Client Service
EmailPhone - AS
Andrea Sponenburgh
Administrative Assistant · Operations
EmailPhone - JE
Jeff Eynetich
Independent Financial Advisor · Finance & Accounting
EmailPhone - MR
Matthew R. Schultz
Senior Wealth Manager - Partner · Other
EmailPhone - BN
Brittney Neal
Client Relationship Manager · Customer/Client Service
EmailPhone - PA
Paul An
Wealth Manager · Finance & Accounting
EmailPhone - BH
Boston Harris
Investment Analyst · Finance & Accounting
EmailPhone - HN
Harrison Newmark
Operations Associate · Operations
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Plangroup
13 distinct titles indexed · top 10 shown.
- 2client relationship manager
- 1administrador de rr hh
- 1administrative assistant
- 1asistente administrativo ejecutivo
- 1client relations associate
- 1director
- 1independent financial advisor
- 1investment analyst
- 1investment, strategy, analyst research manager
- 1operations associate
- +3more titles
Sign up to unlock all 15 contacts at Plangroup
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 15 verified contacts at Plangroup
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.