Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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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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Employment History
Current Registrations
Private Client Services, LLCBroker
February 2025 - Present · 1 yr
Plan a Wealth, LLC
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.