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Becky Lynn Wiegand

PLAN A WEALTH, LLC·LINCOLN, Nebraska
Unclaimed Profile
7221 PLAZA COURT, LINCOLN, NE 68516CRD# 5366195Firm CRD# 287860
01

About

Becky Lynn Wiegand is a registered financial advisor based in LINCOLN, Nebraska, affiliated with PLAN A WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PLAN A WEALTH, LLC
PLAN A WEALTH, LLC
AUM
$327M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PLAN A WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5366195
Firm CRD# 287860
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Becky Lynn Wiegand offer?
Becky Lynn Wiegand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Becky Lynn Wiegand's credentials?
Becky Lynn Wiegand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Becky Lynn Wiegand located?
Becky Lynn Wiegand is based in LINCOLN, Nebraska, working with PLAN A WEALTH, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Becky Lynn Wiegand charge for services?
Becky Lynn Wiegand's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLAN A WEALTH, LLC?
PLAN A WEALTH, LLC has approximately 12 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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