AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JR

Jeffrey D. Reddick

WG PLAN LLC
MCKINNEY, TX 75070
Some features on this profile are disabled
CRD#: 3181062
JR

Professional summary

Jeffrey Dalton Reddick, CFP®, who also goes by Jeff Reddick, is a registered financial advisor currently at WG PLAN LLC located in Mckinney, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Reddick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dalton Reddick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

November 21, 2025 - Present

WG PLAN LLC

Office #1: 7701 Eldorado Pkwy Ste 200, Mckinney, TX 75070
RIA
CRD#: 338296
MCKINNEY, TX
Past

January 2, 2025 - December 31, 2025

PROLINE INVESTMENT MANAGEMENT, PLLC

RIA
CRD#: 297875
MCKINNEY, TX
Past

October 11, 2016 - October 16, 2023

GUIDELINE CAPITAL MANAGEMENT

RIA
CRD#: 283711
PLANO, TX
Past

February 25, 2014 - October 5, 2016

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
MCKINNEY, TX
Past

February 25, 2014 - October 5, 2016

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
MCKINNEY, TX
Past

September 10, 2012 - February 25, 2014

WFG ADVISORS, LP

RIA
CRD#: 125073
MCKINNEY, TX
Past

September 10, 2012 - February 25, 2014

WFG INVESTMENTS, INC.

BD
CRD#: 22704
MCKINNEY, TX
Past

March 15, 2012 - September 11, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
MCKINNEY, TX
Past

March 15, 2012 - September 11, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
MCKINNEY, TX
Past

February 25, 2011 - March 15, 2012

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
MCKINNEY, TX
Past

February 25, 2011 - March 15, 2012

GIRARD SECURITIES, INC.

BD
CRD#: 18697
MCKINNEY, TX
Past

September 19, 2007 - February 11, 2011

QA3 FINANCIAL LLC

RIA
CRD#: 104957
MCKINNEY, TX
Past

September 19, 2007 - February 11, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
MCKINNEY, TX
Past

February 23, 2007 - June 19, 2007

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
MCKINNEY, TX
Past

August 22, 2006 - June 19, 2007

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
MCKINNEY, TX
Past

October 18, 2002 - June 1, 2006

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
DALLAS, TX
Past

April 5, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

August 14, 1999 - September 25, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(11/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/17/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/5/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/12/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WP
WG PLAN LLC
WG PLAN LLC

CRD#: 338296 / SEC#:

Texas
Registered Investment Advisory firm - (11/7/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7701 Eldorado Pkwy Ste 200, Mckinney, TX 75070
Mailing Address
Phone number
(214) 620-2055
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WG PLAN LLC

CRD#: 338296Mckinney, TX 75070

TRUST BUT VERIFY

Monitor Jeffrey Reddick

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
RICHARDSON, TX
JM
Jonathan MeaneyAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
DALLAS, TX
BP
Brett PhillipsAdvisorCheck Check Mark
VOYA FINANCIAL ADVISORS, INC.
IAR
RR
DALLAS, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.