PLAN A WEALTH, LLC
CRD #287860 SEC #801-110113 LINCOLN, NE 402-975-8008
SEC Registered
Total AUM
$370.4M
Discretionary
$349.4M
Employees
12
Clients
10
Accounts
1,930
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIEGAND, BECKY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
| ANDERSON, RONALD, WALLACE | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jun 9, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL IA IL KS MN NE OH TX
Address
7221 PLAZA COURTLINCOLN, NE 68516
United States
Phone: 402-975-8008