linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan David McAlister

Plan A Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan David McAlister

Jonathan David McAlister is a Certified Financial Planner® and Investment Advisor Representative with Plan A Wealth, LLC. Jonathan McAlister is registered with the state of Nebraska as an Investment Advisor Representative and holds the Series 65 license. Jonathan McAlister joined Plan A Wealth, LLC in March of 2021 and has over 10 years of experience in the financial services industry. Before joining Plan A Wealth, LLC, Jonathan McAlister worked at Asset Planning Corporation in Knoxville, TN. Jonathan McAlister provides a range of services to individuals and families, including financial planning, portfolio management, and retirement planning. Jonathan McAlister specializes in working with high net worth individuals, families, and charitable organizations.

Firm Information

Jonathan McAlister 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan McAlister’s Registration & Firm History

NE

03/29/2021 - Present

Plan A Wealth, LLC (LINCOLN NE)

Not sure if Jonathan David McAlister is right for you?

Licenses & Designations

IA

Issued 12/21/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan David McAlister.
Not sure if Jonathan David McAlister is right for you?