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Inactive

Luke Alexander Stein

Plan Group Financial, Inc.

Oklahoma City, OK

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Current Employers
Plan Group Financial, Inc.

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-10-13
  • OK RA
    APPROVED
    Since 2025-10-13

Branch Locations

101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plangroup Financial Oklahoma City OK 11/2023 Present
Tecovas Oklahoma City OK 09/2022 11/2023
University Of Central Oklahoma Edmond OK 08/2021 12/2023
Evangel University Springfield MO 08/2021 05/2022
Unemployed Oklahoma City OK 08/2015 08/2021
  • 11/2023 → Present
    Plangroup Financial
    Oklahoma City, OK
  • 09/2022 → 11/2023
    Tecovas
    Oklahoma City, OK
  • 08/2021 → 12/2023
    University Of Central Oklahoma
    Edmond, OK
  • 08/2021 → 05/2022
    Evangel University
    Springfield, MO
  • 08/2015 → 08/2021
    Unemployed
    Oklahoma City, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13

View on SEC IAPD

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