Plan A Wealth Management provides wealth management and investment services. The services are designed to help clients eliminate financial stress and align their wealth with their life goals, according to self-described principles.

Plan A Wealth Management

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Risk, Safety, Compliance

Becky Wiegand

Program, Project Manager, Director, Co-Founder

James Poindexter

Founder & President

Ronald Anderson

Vice President

Michael Krause

Banking and Wealth Management

Michael Hoefler, MBA

Brad Bryan

Financial Advisor

Jonathan McAlister

Sales and Support

Nicola Shaverin

Ronald W Anderson, Jr

Wealth Management Companies With Less Than $500M in Revenue (Top 10K)

Private Nebraska Companies

Real Estate Investment Companies With Less Than $500M in Revenue (Top 10K)

Nebraska Companies With Less Than $50M in Revenue

Plan A Wealth Management provides wealth management and investment services

Lincoln

Nebraska

United States

North America

industry_trends_dossier

news_impact_assignment_basic

key_people

company_dossier

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

network

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

events

strategic_challenges

network_mapping

industry_trends

transactions_dossier

strategic_challenges_dossier

network_onboarding

company_summary

regulatory_analysis

industry_analysis

swot_dossier

competition_analysis

financial_legal_advisories

merger_acquisitions

swot_analysis

financial_analysis

news_advanced

purchaser_profile

news_impact_assignment_advanced

signals

news_processing_advanced

financial_statements

private_financials

funding_rounds_analysis

company_structure

crunchbase_trigger

crunchbase_profile

li_profile

translate_crunchbase_fundingrounds

peers

news_basic

valuation

customer_profile

industry trends dossier	dataroom
company dossier	dataroom
network	dataroom
network mapping	dataroom
transactions dossier	dataroom
network onboarding	dataroom
news impact assignment basic	general
public peers	general	Sep 28, 2024 4:25 AM	286441bf
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
news advanced	general
news impact assignment advanced	general
signals	general	Sep 28, 2024 4:25 AM	0c4f1176
news processing advanced	general
crunchbase trigger	general	Oct 29, 2024 5:10 PM	da86f123
crunchbase profile	general	Oct 30, 2024 11:40 AM	ea97b13c
li profile	general
translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	09a7c993
peers	general	Sep 28, 2024 4:25 AM	b23d3baa
news basic	general	Sep 28, 2024 4:25 AM	496fd658
events	markdown
bundesanzeiger	filings
regulatory analysis	company_analysis
industry analysis	company_analysis
competition analysis	company_analysis
financial legal advisories	company_analysis
merger acquisitions	company_analysis
swot analysis	company_analysis
financial analysis	company_analysis
funding rounds analysis	company_analysis
company structure	company_analysis
purchaser profile	merger_acquisitions
private financials	financials
customer profile	customers

COM:PLANAWM

Plan A Wealth Management