Amanda Hanquist has been an investment adviser representative at Plan Group Financial since February 2026, and is not listed among the firm’s executive officers or direct owners.
Plan Group Financial, Inc. is an Oklahoma City, OK firm with $690M under management, 1,221 clients and 17 advisers across 9 offices, as of its October 2026 filing.
Amanda Hanquist’s longest registration is the current one, 1 year at Plan Group Financial since 2025. Before joining Plan Group Financial in 2026, Amanda Hanquist was registered through State Farm Investment Management Corp.
- Fit WealthAlso current– present · under a yearGrand Island, NE · Adviser representative · Firm CRD 315858
- State Farm Investment Management Corp.– · under a yearGrand Island, NE · Adviser representative · Firm CRD 3487
Investment adviser representative registrations
Amanda Hanquist is registered as an investment adviser representative in 3 states. The first approvals date from February 2026; the most recent is Texas, in September 2026.
- NebraskaSince 4 February 2026
- OklahomaSince 4 February 2026
- TexasSince 21 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2025 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 3 January 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 November 2024 |
| SIE | Securities Industry Essentials Examination | 1 October 2024 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 March 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Amanda M Hanquist
- CRD
- 5960767
- Firm
- Plan Group Financial · CRD 116508
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Hanquist work?
Amanda Hanquist is an investment adviser representative registered through Plan Group Financial, Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Amanda Hanquist a financial advisor?
Yes. Amanda Hanquist has a current investment-adviser registration in Nebraska, Oklahoma and Texas, through Plan Group Financial since February 2026.
How many years of experience does Amanda Hanquist have?
Amanda Hanquist has 9 years in the financial industry, since January 2017, across 3 adviser firms.
What exams has Amanda Hanquist passed?
Amanda Hanquist has passed 5 licensing exams: the Series 6, SIE, Series 63, Series 6TO and Series 65. The earliest, the Series 6, was passed in March 2012.
Where did Amanda Hanquist work before Plan Group Financial?
Before Plan Group Financial, Amanda Hanquist was registered through State Farm Investment Management Corp., February 2025 to February 2025.
Is Amanda Hanquist registered with FINRA?
No. Amanda Hanquist has no current broker registration.
How can I verify Amanda Hanquist’s record?
Search CRD 5960767 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Hanquist’s full registration record.