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 an advisor at Plan A Wealth, LLC in Lincoln, NE, holding Series 63 and Series 65 licenses with one year of industry experience. He has held roles at Private Client Services and multiple non-financial positions prior to his current advisory work. Plan A Wealth advises individuals, charitable organizations, and retirement plans through discretionary asset management, comprehensive financial planning, and a subscription ETF-based service tailored to client objectives. The firm employs a range of investment instruments and offers brokerage and referral relationships alongside managed portfolio solutions.

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.

Amy Miletti is a financial advisor at Plan A Wealth, LLC in Lincoln, NE, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, she was involved with the Pregnancy Center of Coshocton and the Coshocton Alliance Church. Outside of her advisory role, she has experience as a homemaker. Plan A Wealth serves individuals, charitable organizations, and employer-sponsored retirement plans, offering discretionary asset management, financial planning, and a subscription-based ETF service for smaller accounts. The firm tailors portfolios to client objectives and employs a range of investment instruments, while maintaining brokerage and referral relationships that distinguish its business model.

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 at Plan A Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Hummel Wealth Management. Fisher jointly owns an office building leased to Plan A Wealth Management in Coshocton, Ohio. Plan A Wealth advises individuals, charitable organizations, and employer-sponsored retirement plans, offering discretionary asset management, comprehensive portfolio management, standalone financial planning, and a subscription ETF service for smaller household accounts. The firm tailors portfolios to client objectives and uses a range of investment instruments, with a business model that includes brokerage and referral relationships.