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).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    1,682
    ACCOUNTS
  • Average Account Value
    $194,330
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IA, IL, KS, MN, NE, OH, TX

Financial Advisors at Plan A Wealth, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Ronald W. Anderson
CRD#: 2254011
7221 Plaza Court, Lincoln, NE 68516

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.

2
Michael A. Hoefler
CRD#: 6918243
7221 Plaza Court, Lincoln, NE 68516

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.

3
Becky L. Wiegand
CRD#: 5366195
7221 Plaza Court, Lincoln, NE 68516

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.

4
Brad P. Bryan
CRD#: 7296060
7221 Plaza Court, Lincoln, NE 68516

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.

5
Christian D. Classen
CRD#: 7331005
7221 Plaza Court, Lincoln, NE 68516

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.

6
Joshua G. Fisher
CRD#: 4695521
7221 Plaza Court, Lincoln, NE 68516

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.

7
Joseph Fowler
CRD#: 7470183
7221 Plaza Court, Lincoln, NE 68516

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.

8
Jonathan D. McAlister
CRD#: 7314820
7221 Plaza Court, Lincoln, NE 68516

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.