Harrison Newmark 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.
- Plan Group Financial, Inc.Current– present · under a yearOklahoma City, OK · Adviser representative · Firm CRD 116508
Investment adviser representative registrations
Harrison Newmark is registered as an investment adviser representative in Oklahoma, since February 2026.
- OklahomaSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Harrison Riley Newmark
- CRD
- 8185289
- Firm
- Plan Group Financial · CRD 116508
- Office
- 101 N.E. 82ND STREET, SUITE 200, Oklahoma City, OK 73114
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Harrison Newmark work?
Harrison Newmark 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 Harrison Newmark a financial advisor?
Yes. Harrison Newmark has a current investment-adviser registration in Oklahoma, through Plan Group Financial since February 2026.
How many years of experience does Harrison Newmark have?
Harrison Newmark has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Harrison Newmark passed?
Harrison Newmark passed the Series 65 in February 2026.
Where is Harrison Newmark based?
Harrison Newmark’s registered office is in Oklahoma City, OK.
Is Harrison Newmark registered with FINRA?
No. Harrison Newmark has no current broker registration.
How can I verify Harrison Newmark’s record?
Search CRD 8185289 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Harrison Newmark’s full registration record.