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Jacob Daniel Wandel

Plan Group Financial, Inc.

Fayetteville, AR

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
AR RA APPROVED 2026-06-01
  • AR RA
    APPROVED
    Since 2026-06-01

Branch Locations

2594 E Joyce Blvd Suite 1, Fayetteville, AR 72703 • United States

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
Plan Group Financial, Inc. Oklahoma City OK 05/2026 Present
Plan Group Financial, Inc. Oklahoma City OK 06/2024 Present
Prz Wealth Management Fayetteville AR 07/2025 Present
Garrson Financial Institute Fayetteville AR 09/2023 05/2024
Wendy's Fayetteville AR 06/2022 08/2023
Wendy's Carpernteresville IL 06/2019 08/2021
Student Fayatteville AR 09/2021 05/2024
Student Gilberts IL 09/2015 07/2021
Private Client Services Fort Smith AR 10/2025 Present
  • 05/2026 → Present
    Plan Group Financial, Inc.
    Oklahoma City, OK
  • 06/2024 → Present
    Plan Group Financial, Inc.
    Oklahoma City, OK
  • 07/2025 → Present
    Prz Wealth Management
    Fayetteville, AR
  • 09/2023 → 05/2024
    Garrson Financial Institute
    Fayetteville, AR
  • 06/2022 → 08/2023
    Wendy's
    Fayetteville, AR
  • 06/2019 → 08/2021
    Wendy's
    Carpernteresville, IL
  • 09/2021 → 05/2024
    Student
    Fayatteville, AR
  • 09/2015 → 07/2021
    Student
    Gilberts, IL
  • 10/2025 → Present
    Private Client Services
    Fort Smith, AR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22

View on SEC IAPD

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