AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JF

Joshua Gregory Fisher

PLAN A WEALTH
Coshocton, OH
·CRD# 4695521·23 years experience

Professional Summary

Joshua Gregory Fisher is a registered financial advisor currently at PLAN A WEALTH, LLC located in Coshocton, Ohio and PRIVATE CLIENT SERVICES, LLC located in Coshocton, Ohio. Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Joshua has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
View profile
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Years of Experience

23 years in the financial services industry

Current & Past Employments

PLAN A WEALTH, LLC·CRD# 287860
RIA
419 S Whitewoman Street, Coshocton, OH 43812
November 11, 2023 - Present
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
RIA
BD
419 S Whitewoman St, Coshocton, OH 43812
November 10, 2023 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
New Philadelphia, OH
July 31, 2008 - November 22, 2023
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
New Philadelphia, OH
July 31, 2008 - November 22, 2023
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Coshocton, OH
January 2, 2008 - July 22, 2008
HUMMEL WEALTH MANAGEMENT, LLC·CRD# 143523
RIA
Coshocton, OH
June 8, 2007 - July 21, 2008
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Coshocton, OH
September 23, 2003 - December 31, 2007

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Current Firm

PA
PLAN A WEALTH, LLC

PLAN A WEALTH MANAGEMENT | PLAN A WEALTH, LLC

CRD#: 287860 / SEC#: 801-110113
RIA
Registered Investment Advisory firm - SEC (3/22/2017 Approved)

Contact Information

Main Address

7221 Plaza Court, Lincoln, NE 68516

Phone Number

(402) 975-8008

# of Employees

13

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,203

AUM (Assets Under Management)

$433,790,573

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Office Building. 419 S Whitewoman St, Coshocton, OH 43812. Office building leased to Plan A Wealth Management. Building oner jointly with my spouse. 5 hrs/mo; 0 during trading hrs. 2) Plan A Wealth Management. RIA. 7221 Plaza Court, Lincoln, NE 68516. RIA. 160 hrs/mo. 3) Kingdom 411 Properties, LLC. 419 S Whitewoman Street, Coshocton, OH 43812. This LLC is set-up solely to own the property which will be leased from Plan A WM - Coshocton, Ohio's office. For means of liability protection primarily. Sole member/Owner. 1 hr/mo; 0 during trading hrs. 4) Durable/Financial Power of Attorney: Francine Johnson. Francine Johnson is my Aunt, my mother's sister, who has no husband or children. She would like me (nephew) to be her Durable POA in the event she is not capable of making financial decisions. She is not a client and I do not act as a registered representative for her. Only acting Durable POA in the case my Aunt would need assistance now or in the future based on her mental capabilities if she is unable to make wise decisions. 0 hrs/mo.

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PLAN A WEALTH, LLC

PLAN A WEALTH MANAGEMENT | PLAN A WEALTH, LLC

CRD#: 287860 / SEC#: 801-110113
RIA
Registered Investment Advisory firm - SEC (3/22/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(11/10/2023)
RR
Connecticut
(11/10/2023)
RR
Ohio
(11/10/2023)
IAR
Ohio
(11/11/2023)
RR
Oklahoma
(1/5/2026)
RR
South Carolina
(11/10/2023)
RR
Vermont
(11/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2003About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Gregory Fisher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Kenneth Hickman
Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

LONG BEACH, CA · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Theresa Liane Henry
Theresa Liane Henry

PFS INVESTMENTS INC.

EAST RUTHERFORD, NJ · CRD#
David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#
JF
Follow Joshua
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required