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CA

Cutter P. Anderson

PLAN A WEALTH
Lincoln, NE 68516
Some features on this profile are disabled
CRD#: 7128204
CA

Professional summary

Cutter Price Anderson is a registered financial advisor currently at PLAN A WEALTH, LLC located in Lincoln, Nebraska and PRIVATE CLIENT SERVICES, LLC located in Lincoln, Nebraska.

Cutter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Cutter has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cutter Price Anderson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 5, 2024 - Present

PLAN A WEALTH, LLC

Office #1: 7221 Plaza Court, Lincoln, NE 68516
RIA
CRD#: 287860
Lincoln, NE
Current

February 17, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 7221 Plaza Court, Lincoln, NE 68516
RIA
BD
CRD#: 120222
Lincoln, NE

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 - (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.

Highlighted states indicate IAR registrations

IAR
Nebraska
(12/5/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 2/28/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/5/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/15/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/7/2025
General Securities Representative Examination
SRO Registrations
RR
FINRA

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 - (3/22/2017 Approved)
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Contact information

Main Address
7221 Plaza Court, Lincoln, NE 68516
Mailing Address
Phone number
(402) 975-8008
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,930
AUM (Assets Under Management)$ 370,405,496

Red Flags

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.

Company Information

PLAN A WEALTH, LLC

CRD#: 287860Lincoln, NE 68516

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