BB
BB

Brad Parker Bryan

4 Years of Experience
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

Brad is involved with Rotary as a finance committee member, Brigata as a coach, Beachbody as an independent fitness coach, and Convene as an advisory board chair. These activities are not investment-related.

Employment History
Current Registrations
Plan a Wealth, LLC
February 2021 - Present · 5 yrs
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.