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PLAN A WEALTH, LLC
Tel: 402-975-8008
7221 Plaza Court Lincoln, Nebraska 68516
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
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
Firm CRD#:
287860
SEC#:
801-110113
No. of Clients:
1682
Assets under Management
$326,862,915
No. of Advisors:
12
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