About PlanGroup Financial Inc.

PlanGroup Financial Inc. is a Financial Service company, headquartered in Oklahoma City, with 51 - 200 employees and annual revenue of $1B+.

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 per...

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PlanGroup Financial Inc. Company Highlights

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Phone Number

(515) 247-xxxx

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Corporate Office Address

6 Northeast 63rd Street
Oklahoma City, 73105

Industries Served

Financial Service

Number of Employees

51 - 200 Employees

Company Revenue

$1B+

PlanGroup Financial Inc. Email Format

The most common PlanGroup Financial Inc. email format is [first] (ex. john@plangroup.com), currently being used by 88% of PlanGroup Financial Inc. business email addresses. There are 3 email formats used by PlanGroup Financial Inc..

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PlanGroup Financial Inc. Org

PlanGroup Financial Inc. has 1 C-Level, 1 VP, 6 Manager, 1 Senior, 6 Mid-Level, and 1 Other employees.

PlanGroup Financial Inc. Decision Makers

  • CEOMatthew R Schultz

PlanGroup Financial Inc.'s Tech Stack

Apache
Apache HTTP Server
Contact Form
Font Awesome

Frequently Asked Questions About
PlanGroup Financial Inc.

FAQs

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Who is the CEO of PlanGroup Financial Inc.?

The CEO of PlanGroup Financial Inc. is Matthew R Schultz. See full contact details  ›

How many senior employees does PlanGroup Financial Inc. have?

PlanGroup Financial Inc. has 9 senior employees that are typically used for decision making.

What email format does PlanGroup Financial Inc. use?

The most common PlanGroup Financial Inc. email format is {first} (e.g. john@plangroup.com).

Who are the key decision makers at PlanGroup Financial Inc.?

Key decision makers at PlanGroup Financial Inc. include Matthew R Schultz (CEO). See full contact details  ›

What technologies does PlanGroup Financial Inc. use?

PlanGroup Financial Inc. uses technologies including Apache HTTP Server, Contact Form, and Font Awesome.

How do I contact PlanGroup Financial Inc.?

To contact PlanGroup Financial Inc., visit plangroup.com.

What companies are similar to PlanGroup Financial Inc.?

Companies similar to PlanGroup Financial Inc. include AllianceBernstein, Ares Management Corporation, and CCM.

Where is PlanGroup Financial Inc. headquartered?

PlanGroup Financial Inc. is headquartered at 6 Northeast 63rd Street, Oklahoma City.

What is the main phone number for PlanGroup Financial Inc.?

The main phone number for PlanGroup Financial Inc. is (515) 247-xxxx.

What is the official website for PlanGroup Financial Inc.?

The official website for PlanGroup Financial Inc. is plangroup.com.

What is the annual revenue of PlanGroup Financial Inc.?

The annual revenue of PlanGroup Financial Inc. is $1B+.

How many employees does PlanGroup Financial Inc. have?

PlanGroup Financial Inc. has 51 - 200 employees.

What industry is PlanGroup Financial Inc. in?

PlanGroup Financial Inc. is in the Financial Service industry.

Last updated: November 4, 2025

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