Plan A Wealth, LLC

Ronald Anderson is a financial advisor with Plan A Wealth, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Private Client Services, LLC since 2017 and previously was with Wells Fargo Advisors Financial Network from 2015 to 2017. Anderson serves as a non-paid consultant and board member of Flexpenser, a technology company focused on extending the freshness of food, cosmetics, and drugs. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering a range of asset management and financial planning services tailored to client risk tolerance and time horizons. The firm constructs and monitors diversified portfolios using various investment vehicles and provides both discretionary management and stand-alone planning options.

Cutter Anderson is a financial advisor at Plan A Wealth, LLC in Lincoln, NE, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked in various roles prior to his current position, including multiple periods with AutoVitals and Landmark Valet. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering a range of services including asset management, financial planning, and retirement plan consulting. The firm uses a diversified investment approach across stocks, bonds, ETFs, options, mutual funds, and other instruments, providing both discretionary management and stand-alone planning tailored to client needs.

Michael Hoefler is a financial advisor at Plan A Wealth, LLC in Lincoln, NE, with eight years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and First State Bank Nebraska. Outside of his advisory role, he serves as Treasurer and Mentor for the TeamMates of Norris nonprofit and volunteers as a mentor and counselor for children who have been in foster care. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension plans, providing asset management, financial planning, retirement consulting, and a subscription ETF-only model for smaller households. The firm constructs and monitors diversified portfolios using various investment vehicles and offers both discretionary management and stand-alone planning services tailored to client needs.

Becky Wiegand is a financial advisor with Plan A Wealth, LLC in Lincoln, Nebraska, holding a Series 66 designation and 14 years of industry experience. She has worked at Private Client Services, LLC and Wells Fargo Advisors Financial Network. Outside of advising, she is involved in managing administrative and recordkeeping duties for a local dirt race track in Beatrice, Nebraska. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and retirement consulting. The firm uses a variety of investment vehicles and provides both discretionary and stand-alone services tailored to clients’ risk tolerance and time horizon.

Brad Bryan is a financial advisor at Plan A Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Plan A Wealth since 2020. Prior to that, he spent over two decades at City Impact. Outside of his advisory role, Bryan is involved in community and athletic activities, serving as a finance committee member for Rotary 14, coaching private athletic training lessons, working as an independent fitness coach, and chairing the advisory board of a Christian business forum. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, retirement consulting, and a subscription ETF-only model for smaller households. The firm employs a variety of investment vehicles and provides both discretionary management and stand-alone services tailored to client needs.

Logan Schluckebier is a financial advisor at Plan A Wealth, LLC in Lincoln, NE, holding a Series 65 designation. He has been with Plan A Wealth since 2026 and has prior experience working with Ravenvolt Inc., Mile Zero Delivery & Hauling, and Landmark Valet. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension plans with asset management, financial planning, and retirement consulting. The firm employs a range of investment vehicles and offers both discretionary management and subscription-based services tailored to clients’ risk tolerance and goals.

Joshua Fisher is a financial advisor with Plan A Wealth, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in managing an office building jointly owned with his spouse that is leased to his firm. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment vehicles including stocks, bonds, ETFs, options, and mutual funds, offering both discretionary management and stand-alone planning tailored to clients’ risk tolerance and time horizon.