Michael White has been an investment adviser representative at Plan Group Financial since January 2023, 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.
Michael White’s longest registration is the current one, 8 years at Plan Group Financial since 2018. Before joining Plan Group Financial in 2023, Michael White was registered through Signal Research Group LLC and Redhawk Wealth Advisors, Inc.
- Plan Group Financial, Inc.Current– present · 8 yearsOklahoma City, OK · Adviser representative · Firm CRD 116508
- Signal Research Group LLC– · 1 yearEdmond, OK · Adviser representative · Firm CRD 166392
- Redhawk Wealth Advisors, Inc.– · under a yearOklahoma City, OK · Adviser representative · Firm CRD 146616
Investment adviser representative registrations
Michael White is registered as an investment adviser representative in Texas, as a resident of Texas, since January 2023.
- TexasResidentSince 13 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael James White
- CRD
- 6366732
- 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
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael White work?
Michael White is an investment adviser representative registered through Plan Group Financial, Inc. since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael White a financial advisor?
Yes. Michael White has a current investment-adviser registration in Texas, through Plan Group Financial since January 2023.
How many years of experience does Michael White have?
Michael White has 10 years in the financial industry, since January 2016, across 3 adviser firms.
What exams has Michael White passed?
Michael White passed the Series 65 in July 2014.
Where did Michael White work before Plan Group Financial?
Before Plan Group Financial, Michael White was registered through Signal Research Group LLC, January 2017 to February 2018; Redhawk Wealth Advisors, Inc., July 2014 to June 2015.
Where is Michael White based?
Michael White’s registered office is in Oklahoma City, OK.
Is Michael White registered with FINRA?
No. Michael White has no current broker registration.
How can I verify Michael White’s record?
Search CRD 6366732 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael White’s full registration record.