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AH

Amanda M. Hanquist

PLAN GROUP FINANCIAL
OKLAHOMA CITY, OK 73114
Some features on this profile are disabled
CRD#: 5960767
AH

Professional summary

Amanda M Hanquist, who also goes by Amanda Marie Falldorf, Amanda Marie Hanquist, is a registered financial advisor currently at PLAN GROUP FINANCIAL, INC. located in Oklahoma City, Oklahoma.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Amanda has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amanda Marie Falldorf | Amanda Marie Hanquist

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 Amanda M Hanquist's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 4, 2026 - Present

PLAN GROUP FINANCIAL, INC.

Office #1: 101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114Office #2: 214 N. Locust St. Ste 8, Grand Island, NE 68801
RIA
CRD#: 116508
OKLAHOMA CITY, OK
Past

February 24, 2025 - January 14, 2026

PLAN GROUP FINANCIAL, INC.

RIA
CRD#: 116508
Grand Island, NE
Past

February 6, 2025 - February 14, 2025

STATE FARM INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 3487
Grand Island, NE
Past

January 3, 2025 - February 14, 2025

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

March 8, 2012 - March 20, 2020

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
GRAND ISLAND, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PG
PLAN GROUP FINANCIAL, INC.
BURNETT ADVISORS | PRZYBYSZ WEALTH MANAGEMENT | PLAN GROUP FINANCIAL, INC. | ONSTOTT & ASSOCIATES, INC. | OC&H CAPITAL MANAGEMENT | IRONHORSE WEALTH MANAGEMENT | FIT WEALTH ADVISORS

CRD#: 116508 / SEC#: 801-118599

RIA
Registered Investment Advisory firm - (4/30/2020 Approved)
Oklahoma
Registered Investment Advisory firm - (6/10/2020 Terminated)
Texas
Registered Investment Advisory firm - (6/10/2020 Terminated)

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
Nebraska
(2/4/2026)
IAR
Oklahoma
(2/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/12/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/3/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/7/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PG
PLAN GROUP FINANCIAL, INC.
BURNETT ADVISORS | PRZYBYSZ WEALTH MANAGEMENT | PLAN GROUP FINANCIAL, INC. | ONSTOTT & ASSOCIATES, INC. | OC&H CAPITAL MANAGEMENT | IRONHORSE WEALTH MANAGEMENT | FIT WEALTH ADVISORS

CRD#: 116508 / SEC#: 801-118599

RIA
Registered Investment Advisory firm - (4/30/2020 Approved)
Oklahoma
Registered Investment Advisory firm - (6/10/2020 Terminated)
Texas
Registered Investment Advisory firm - (6/10/2020 Terminated)
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Contact information

Main Address
101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114
Mailing Address
Phone number
(405) 848-1099
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,693
AUM (Assets Under Management)$ 541,410,125

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

PLAN GROUP FINANCIAL, INC.

CRD#: 116508Oklahoma City, OK 73114

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