Jacob Wandel has been an investment adviser representative at Plan Group Financial since June 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 yearFayetteville, AR · Adviser representative · Firm CRD 116508
Investment adviser representative registrations
Jacob Wandel is registered as an investment adviser representative in Arkansas, since June 2026.
- ArkansasSince 1 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 May 2026 |
| Series 7TO | General Securities Representative Examination | 8 December 2025 |
| SIE | Securities Industry Essentials Examination | 17 May 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Daniel Wandel
- CRD
- 8173443
- Firm
- Plan Group Financial · CRD 116508
- Office
- 2594 E Joyce Blvd, Suite 1, Fayetteville, AR 72703
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jacob Wandel work?
Jacob Wandel is an investment adviser representative registered through Plan Group Financial, Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Wandel a financial advisor?
Yes. Jacob Wandel has a current investment-adviser registration in Arkansas, through Plan Group Financial since June 2026.
How many years of experience does Jacob Wandel have?
Jacob Wandel has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Jacob Wandel passed?
Jacob Wandel has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2025.
Where is Jacob Wandel based?
Jacob Wandel’s registered office is in Fayetteville, AR.
Is Jacob Wandel registered with FINRA?
Yes. Jacob Wandel has a current broker registration, under CRD 8173443.
Source: FINRA BrokerCheck
How can I verify Jacob Wandel’s record?
Search CRD 8173443 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jacob Wandel’s full registration record.