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Becky Lynn Wiegand

Plan A Wealth, LLC

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About Becky Lynn Wiegand

Becky Wiegand is a financial advisor who has been in the industry since 2011. Becky has a Series 7, Series 66 and SIE licenses. Becky is currently registered with Plan A Wealth, LLC in Nebraska and is also registered in other states. Becky has previously worked for Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Becky is a Chief Compliance Officer for Plan A Wealth, LLC.

Firm Information

Becky Wiegand is currently registered with Plan A Wealth, LLC. Plan A Wealth, LLC is an investment advisor headquartered in Lincoln, NE. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. They manage approximately $326,862,915 in assets for 1,682 accounts.
Plan A Wealth, LLC

7221 PLAZA COURT

LINCOLN, NE 68516

$326.86M

Assets Under Management

3

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Becky Wiegand’s Registration & Firm History

NE

04/24/2017 - Present

Plan A Wealth, LLC (LINCOLN NE)

NE

05/15/2015 - 04/24/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LINCOLN NE)

NE

03/30/2011 - 05/15/2015

WELLS FARGO ADVISORS, LLC (LINCOLN NE)

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Licenses & Designations

BOTH

Issued 06/02/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Becky Lynn Wiegand.
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