Michael J. White

PLAN GROUP FINANCIAL

OKLAHOMA CITY, OK 73114

Some features on this profile are disabled

CRD#: 6366732

Professional summary

Michael James White JR is a registered financial advisor currently at PLAN GROUP FINANCIAL, INC. located in Oklahoma City, Oklahoma.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Michael James White JR'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

January 12, 2023 - Present

PLAN GROUP FINANCIAL, INC.

Office #1: 101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114

RIA

CRD#: 116508

OKLAHOMA CITY, OK

Past

February 16, 2018 - December 31, 2022

PLAN GROUP FINANCIAL, INC.

RIA

CRD#: 116508

OKLAHOMA CITY, OK

Past

January 3, 2017 - February 23, 2018

SIGNAL RESEARCH GROUP LLC

RIA

CRD#: 166392

EDMOND, OK

Past

July 11, 2014 - June 29, 2015

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

OKLAHOMA CITY, OK

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".

PLAN GROUP FINANCIAL, INC.

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(1/25/2023)

IAR

Oklahoma
(1/12/2023)

IAR

Texas
(1/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/2014

Uniform Investment Adviser Law Examination

Current Firm

PLAN GROUP FINANCIAL, INC.

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)

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

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

SEC notice filing (12 States and Territories)

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 Accounts	2,693
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.

Similar Advisors

Glenn Blachman

SUMMIT FINANCIAL, LLC

IAR

TOMS RIVER, NJ

Matt Montgomery

MATT MONTGOMERY

IAR

Jacksonville, TX

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael J. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James White JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLAN GROUP FINANCIAL, INC.

PLAN GROUP FINANCIAL, INC.

SIGNAL RESEARCH GROUP LLC

REDHAWK WEALTH ADVISORS, INC.

Primary Firm SEC Registration

PLAN GROUP FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/2014

Current Firm

PLAN GROUP FINANCIAL, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PLAN GROUP FINANCIAL, INC.

TRUST BUT VERIFY

Similar Advisors