PLAN A WEALTH, LLC of LINCOLN, NE is an SEC-registered investment adviser (CRD 287860). Regulatory assets under management: $433.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ronald Wallace Anderson | MANAGING MEMBER | — |
| Becky Lynn Wiegand | CHIEF COMPLIANCE OFFICER | — |
| WIEGAND RACHAEL LYNN | CHIEF COMPLIANCE OFFICER | — |
| ANDERSON RONALD WALLACE | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |