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PLAN A WEALTH, LLC
PLAN A WEALTH, LLC
LINCOLN, Nebraska
·
2 registered advisors
·
CRD# 287860
SEC# 801-110113
1
402-975-8008
01
Firm Overview
AUM
$327M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PLAN A WEALTH, LLC
2 registered advisors
Becky Lynn Wiegand
LINCOLN, Nebraska
CRD# 5366195
Ronald Wallace Anderson
LINCOLN, Nebraska
CRD# 2254011
05
Office Locations
LINCOLN, Nebraska
2 advisors
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Data sourced from SEC Form ADV filings. PLAN A WEALTH, LLC (CRD# 287860) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.