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Becky Lynn Wiegand

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
580 clients
Average Client Portfolio
$639K average
Assets Under Management
$370.4M

Fee Structure

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Location

7221 Plaza Court, Lincoln, NE, 68516

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Becky is involved with Beatrice Speedway, a local dirt race track, handling administrative and recordkeeping tasks for about 10-20% of her time. She also serves as the Chief Compliance Officer for Plan A Wealth Management, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Plan a Wealth, LLC
April 2017 - Present · 8 yrs 10 mos
Private Client Services, LLCBroker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
May 2015 - April 2017 · 1 yr 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2015 - April 2017 · 1 yr 11 mos
Wells Fargo Advisors, LLC
June 2011 - May 2015 · 3 yrs 11 mos
Wells Fargo Advisors, LLCBroker
March 2011 - May 2015 · 4 yrs 2 mos
State Registrations20 states
ALARAZCAFLIAIDILINKSMEMNMOMTNENJOHSDTXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.