Cody Wheeler

Head of Operations | Wealth Manager at PlanGroup Financial, Inc.
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • PlanGroup Financial, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Head of Operations | Wealth Manager
      • Nov 2017 - 6 years 2 months

  • Baker Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Advisor, Director of Operations
      • Apr 2020 - 3 years 9 months

      Oklahoma County, Oklahoma, United States

Education

  • Southwestern Oklahoma State University
    Bachelor's degree, Accounting
    2015 - 2018

Community

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