Michael James White Jr
Investment Adviser Representative at PLAN Group Financial, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael James White Jr. is an investment adviser representative with PLAN Group Financial, Inc. in Oklahoma City, OK, where they have been registered since 2023. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Signal Research Group LLC and Redhawk Wealth Advisors, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Nebraska, Oklahoma, and Texas.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska, Oklahoma, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Futurity First Insurance CompanySep 2009 – Dec 2016Oklahoma City, OK
- Signal Research Group LLCDec 2016 – Feb 2018Edmond, OK
- Plan Group Financial, Inc.Feb 2018 – no end date reportedOklahoma City, OK
- MWJ Advisor Services, LLCDec 2016 – no end date reportedOklahoma City, OK
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PLAN Group Financial, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Custom investment management, outsourced family office services, tailored financial solutions, open market access to investment opportunities, and comprehensive wealth management strategies with ongoing monitoring.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Oklahoma City, OK
- SEC file number:
- 801-118599
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at PLAN Group Financial, Inc.
Showing 12 of 18 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael James White Jr 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.
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