About this location
PLAN GROUP FINANCIAL, INC. offers selection of other advisers, portfolio management for individuals and/or small businesses, financial planning services and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$244,243,310
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
A percentage of assets under management
Advisors at This Location
James Billingsley
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Steven Kaestner
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Michael Swartout
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Stephanie Mills
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Douglas Claycomb
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Joshua Swanson
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Dallas Wheeler
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Jamie Kaestner
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Matthew Schultz
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Michael White
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Jeffery Eynetich
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Ethan Adams
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Cody Wheeler
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Cody Wilson
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