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Joshua Gregory Fisher

Plan A Wealth, LLC

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About Joshua Gregory Fisher

Joshua Gregory Fisher is a financial advisor with over 20 years of experience in the industry. Joshua is currently registered with Plan A Wealth, LLC and has branch offices in Lincoln, NE and Coshocton, OH. Joshua has held previous roles with WELLS FARGO CLEARING SERVICES, LLC and THE O.N. EQUITY SALES COMPANY. Joshua is a registered representative and investment advisor representative in several states. Joshua provides financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

Firm Information

Joshua Fisher 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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Joshua Fisher’s Registration & Firm History

NE

11/11/2023 - Present

Plan A Wealth, LLC (LINCOLN NE)

OH

07/31/2008 - 11/22/2023

WELLS FARGO CLEARING SERVICES, LLC (NEW PHILADELPHIA OH)

OH

01/02/2008 - 07/22/2008

THE O.N. EQUITY SALES COMPANY (COSHOCTON OH)

OH

09/23/2003 - 12/31/2007

THE O.N. EQUITY SALES COMPANY (COSHOCTON OH)

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Licenses & Designations

BOTH

Issued 03/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Gregory Fisher.
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