Christian Classen (CRD# 7331005) is an Investment Advisor Representative working at Plan A Wealth, LLC in Lincoln, NE and has over 3 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plan A Wealth, LLC | Lincoln, NE | Mar 2021 - Current | 3 |
| Spectrum | Lincoln, NE | Jun 2020 - Dec 2020 | < 1 |
| Costco | Lincoln, NE | Jun 2019 - Mar 2020 | < 1 |
| Student | Lincoln, NE | Dec 2018 - Jun 2019 | < 1 |
| Hy-vee | Lincoln, NE | Jun 2015 - Dec 2018 | 3 |
| Parkers Smokehouse | Lincoln, NE | Jul 2017 - May 2018 | < 1 |
| Student | Lincoln, NE | Jan 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- NE
-
Total Assets Under Management327MILLIONS
-
Total Number of Accounts1,682ACCOUNTS
-
Average Account Value$194,330
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CO, FL, IA, IL, KS, MN, NE, OH, TX
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