Plan A Wealth, LLC
Plan A Wealth, LLC (CRD# 287860) is a financial advisory firm headquartered in Lincoln, NE. They manage $326,862,915 in 1,682 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management327MILLION
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Total Number of Accounts1,682ACCOUNTS
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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
Ronald Anderson (CRD# 2254011) is an Investment Advisor Representative working at Plan A Wealth, LLC in Lincoln, NE and has over 31 years of experience in the finance industry.
Michael Hoefler (CRD# 6918243) is an Investment Advisor Representative working at Plan A Wealth, LLC in Lincoln, NE and has over 6 years of experience in the finance industry.
Becky Wiegand (CRD# 5366195) is an Investment Advisor Representative working at Plan A Wealth, LLC in Lincoln, NE and has over 12 years of experience in the finance industry.
Brad Bryan (CRD# 7296060) 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.
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.
Joshua Fisher (CRD# 4695521) is an Investment Advisor Representative working at Plan A Wealth, LLC in Lincoln, NE and has over 17 years of experience in the finance industry.
Joseph Fowler (CRD# 7470183) is an Investment Advisor Representative working at Plan A Wealth, LLC in Lincoln, NE and has 1 year of experience in the finance industry.
Jonathan McAlister (CRD# 7314820) 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.