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JW

Jacob D. Wandel

PLAN GROUP FINANCIAL
Fayetteville, AR 72703
CRD#: 8173443
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JW
Jacob Daniel WandelPLAN GROUP FINANCIAL

Professional summary

Jacob Daniel Wandel is a registered financial advisor currently at PLAN GROUP FINANCIAL, INC. located in Fayetteville, Arkansas and PRIVATE CLIENT SERVICES, LLC located in Fort Smith, Arkansas.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Jacob has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Jacob Daniel Wandel'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

June 1, 2026 - Present

PLAN GROUP FINANCIAL, INC.

Office #1: 2594 E Joyce Blvd Suite 1, Fayetteville, AR 72703
RIA
CRD#: 116508
Fayetteville, AR
Current

December 8, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 4200 Jenny Lind Rd Ste B, Fort Smith, AR 72901
RIA
BD
CRD#: 120222
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.

Highlighted states indicate IAR registrations

IAR
Arkansas
(6/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/22/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/8/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/17/2025
Securities Industry Essentials Examination
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)
Loading...

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

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#: 116508Fayetteville, AR 72703

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