7221 Plaza Court, Lincoln, NE, 68516
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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 →Joshua co-owns an office building leased to Plan A Wealth Management, spending a few hours per week on this. He also dedicates full-time hours to Plan A Wealth Management, an RIA, and minimal time to Kingdom 411 Properties, LLC, which owns the office building. Finally, he acts as a Durable/Financial Power of Attorney for his aunt, spending no time on this unless needed.