Company Email Format Management

Plan A Wealth Management

Financial Services Lincoln, Nebraska, United States 6 employees

Employees: 6
Contacts: 2
Emails: 2
Phones: 1

planawm.com LinkedIn

Plan A Wealth Management Overview

Headquarters: Lincoln, Nebraska, United States
Phone Number: Available in AeroLeads
Website: planawm.com
Industry: Financial Services
Employees: 6
Founded: 2015
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Investment Management Estate Planning Budgeting Finance Investing

About Plan A Wealth Management

At Plan A we believe our clients deserve a financial team that will lead with faith and guide with knowledge, compassion and service. Your interests drive our processes. When you work with Plan A Wealth Management, you will begin to see your finances in a new light. You will gain a team of people committed to serving you throughout the course of your life.

Plan A Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Plan A Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Becky Wiegand	Chief Compliance Officer at Plan	Lincoln, Nebraska Metropolitan Area, United States	Email
Josh Fisher, Cka(r), Crpc®	Financial Advisor with Plan a Wealth	Coshocton, Ohio, United States	Email Phone
Jonathan Mcalister, Cfp®, Mba, Cka®	Financial Advisor at Plan a Wealth		View
Michael Hoefler, Mba	Financial Advisor at Plan a Wealth	Lincoln, Nebraska, United States	View