PLAN A WEALTH, LLC

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

About PLAN A WEALTH, LLC

PLAN A WEALTH, LLC, formally registered with the SEC as PLAN A WEALTH, LLC. The firm was established in 03/22/2017. They have over 2 offices throughout the country.

PLAN A WEALTH, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $326,862,915 assets under management, offering retirement planning & investment advisory services to 1682 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287860
SEC#	801-110113
Assets Managed by Firm	$326,862,915
No. of Clients	1682
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1682	$326,862,915
Individuals (other than high net worth individuals)	303	$61,919,883
High net worth individuals	179	$231,152,593
Pension and profit sharing plans	13	$13,542,938
Charitable organizations	2	$18,572,424
Corporations or other businesses	3	$1,675,077

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76

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