HP
Hayden J. Przybysz
PLAN GROUP FINANCIAL
FORT SMITH, AR 72901
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CRD#: 6443664
HP
Professional summary
Hayden John Przybysz, AIF® is a registered financial advisor currently at PLAN GROUP FINANCIAL, INC. located in Fort Smith, Arkansas and PRIVATE CLIENT SERVICES, LLC located in Fort Smith, Arkansas.
Hayden is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Hayden has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1) 2403 SE Cottonwood St, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I approve rental contracts and I oversee repairs, maintenance projects, and collect/deposit rents. 5 hrs/mo; 0 during trading hrs. 2) 2594 E Joyce. LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I approve rental contracts and I oversee repairs, maintenance projects, and collect/deposit rents. 5 hrs/mo; 0 during trading hrs. 3) 4050 JB Hunt Drive, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner- I oversee the finances of the building. 5 hrs/mo; 0 during trading hours. 4) PRZ Wealth Management, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. RIA. 100 hrs/mo; 100 during trading hrs. 5) P&F Investments. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I am in charge of keeping the properties rented, getting a hold of the proper maintenance workers, and general upkeep. 5 hrs/mo; 0 during trading hrs. 6) P&F Lites ETC, LLC. 9814 U.S. Hwy 71, Fort Smith, AR 72916. Lighting fixture sales. Co-owner-my CPA firm manages the cash inflows and outflows. 5 hrs/mo; 0 during trading hrs. 7) PRZ Properties, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I am in charge of keeping the properties rented, getting a hold of the proper maintenance workers, and general upkeep. 5 hrs/mo; 0 during trading hrs. 8) PRZ Self Storage. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Storage Unit Rental. Co-Owner- I manage the property off-site. I check the property for any issues. 5 hrs/mo; 0 during trading hrs. 9) Przybysz Brothers Investments, LLC. 4200 Jenny Lind Road, Suite B, Fort Smith, AR 72901. Investment Property that is rented. Co-Owner-I am in charge of keeping the properties rented, getting a hold of the proper maintenance workers, and general upkeep. 5 hrs/mo; 0 during trading hrs. 10) PF&T Plumbing, LLC. 3117 Waco St, Fort Smith, AR. This is a residential repair and replace plumbing company. Investor & accountant. 5 hrs/mo; 0 during trading hrs. Not investment related. 11) PF&T Investments, LLC. 3117 Waco St, Fort Smith, AR. Holding commercial real estate. Partner. No duties involved. hrs/mo. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Hayden John Przybysz'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®
Experience
Current
November 21, 2023 - Present
PLAN GROUP FINANCIAL, INC.
Office #1: 4200 Jenny Lind Rd Ste B, Fort Smith, AR 72901RIA
CRD#: 116508
FORT SMITH, AR
Current
November 21, 2023 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 4200 Jenny Lind Rd Ste B, Fort Smith, AR 72901RIA
BD
CRD#: 120222
Fort Smith, AR
Past
October 25, 2019 - November 13, 2023
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Dallas, TX
Past
October 25, 2019 - November 13, 2023
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Fort Smith, AR
Past
June 13, 2016 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Fort Smith, AR
Past
March 4, 2016 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
Fort Smith, AR
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(11/21/2023)
RR
Arkansas(11/21/2023)
IAR
Arkansas(12/7/2023)
IAR
California(11/21/2023)
RR
Colorado(11/21/2023)
IAR
Colorado(11/22/2023)
RR
Georgia(11/21/2023)
IAR
Illinois(12/1/2023)
RR
Kansas(11/21/2023)
IAR
Missouri(11/21/2023)
RR
Missouri(1/10/2024)
RR
Montana(11/21/2023)
IAR
Nebraska(11/22/2023)
RR
Nevada(11/21/2023)
RR
Ohio(11/21/2023)
RR
Oklahoma(11/21/2023)
IAR
Oklahoma(12/11/2023)
RR
Texas(11/21/2023)
IAR
Texas(11/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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)
Documents
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.
