AdFi
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Jeffery Allen Eynetich

Investment Adviser Representative at PLAN GROUP FINANCIAL, INC.

OKLAHOMA CITY, OKCRD #6570095Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
NebraskaOklahoma
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/7/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 12/22/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/23/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

PLAN GROUP Financial, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRIVATE CLIENT SERVICES, LLCCurrent
11/3/2023 – Grand Island, NE
PRINCIPAL SECURITIES, INC.
11/23/2015 – 10/8/2020Grand Island, NE
SAXONY SECURITIES, INC.
10/2/2020 – 11/16/2023Grand Island, NE

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffery Allen Eynetich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.