PLAN A WEALTH, LLC - Financial Advisor in Nebraska, Lincoln

Tel: 402-975-8008 7221 Plaza Court Lincoln, Nebraska 68516

About PLAN A WEALTH, LLC

PLAN A WEALTH, LLC is a Lincoln, Nebraska based financial advisory firm with nearly $326,862,915 in assets under management and provides investment advisory services for 1682 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

287860

Firm SEC#:

801-110113

Assets Under Management:

$326,862,915

No. of Clients:

1682

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

AMERITAS INVESTMENT PARTNERS, INC.

109381

801-55150

1982

$24,871,650,720

PITTENGER & ANDERSON INC

111033

801-49107

2126

$3,311,270,399

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

156675

801-72219

$3,273,838,712

LINCOLN CAPITAL, LLC

168307

801-78526

1131

$644,332,628

BELLWETHER WEALTH

300012

801-114600

1119

$516,613,791

R2 WEALTH MANAGEMENT PARTNERS

282055

801-114893

715

$386,182,129

FLAGSTONE FINANCIAL MANAGEMENT, LLC

285484

801-108722

324

$375,178,791

CAPITAL CONSULTING & ASSET MANAGEMENT

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1490

$296,326,030

HBE WEALTH MANAGEMENT, LLC

128315

801-119569

584

$201,222,368

ALLSTATE FINANCIAL ADVISORS, LLC

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801-68510

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$62,134,830

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