Becky Wiegand is a registered investment advisor at Plan a Wealth, LLC, based in Lincoln, NE, with 15 years of industry experience. Becky is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 658 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are billed quarterly in advance and are negotiable.
Fee Estimator
Location
7221 Plaza Court, Lincoln, NE, 68516
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Regulatory History
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.
Learn about disclosures →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
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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