Plan A Wealth, LLC

CRD 287860 · Lincoln, NE · $433.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 287860
SEC number: 801-110113
Firm type: RIA
Assets under management: $433.8M as of Mar 10, 2026
Website: www.facebook.com/planawealth ↗
Phone: 402-975-8008
Address: 7221 Plaza Court, Lincoln, NE, 68516

Advisors at this firm

7 in our index · page 1 of 1

Cutter Price AndersonCRD 7128204 · Lincoln, NE

IA RegisteredBroker
Ronald Wallace AndersonCRD 2254011 · Lincoln, NE

IA RegisteredBroker
Brad Parker BryanCRD 7296060 · Lincoln, NE

IA Registered
Joshua Gregory FisherCRD 4695521 · Coshocton, OH

IA RegisteredBroker
Michael Anthony HoeflerCRD 6918243 · Lincoln, NE

IA RegisteredBroker
Logan Samuel SchluckebierCRD 8208062 · Lincoln, NE

IA Registered
Becky Lynn WiegandCRD 5366195 · Lincoln, NE

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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