BB
Brad P. Bryan
PLAN A WEALTH
Lincoln, NE 68516
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CRD#: 7296060
BB
Professional summary
Brad Parker Bryan is a registered financial advisor currently at PLAN A WEALTH, LLC located in Lincoln, Nebraska.
Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brad has worked at 1 firm and has passed the Series 65 exam.
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.
1. ROTARY 14; NOT INVESTMENT RELATED; 233 S. 13TH ST LINCOLN, NE 68501; SERVICE ORGANIZATION OF BUSINESS AND PROFESSIONAL PEOPLE; FINANCE COMMITEE MEMBER; STARTED 7/1/2020; APPROXIMATELY 5-10 HOURS PER MONTH; ASSISTING THE CLUB ADMINISTRATOR. 2. BRIGATA; NOT INVESTMENT-RELATED; 333 SPEEDWAY CIR., SUITE # 3 LINCOLN, NE 68502; PRIVATE TRAINING LESSONS FOR ATHLETES IN GYMNASTICS, CHEER, STRENGTH; COACH; STARTED 09/2019; 30-35 HOURS PER MONTH; PROVIDED PRIVATE LESSONS FOR ATHLETES IN TUMBLING, GYMNASTICS, ACROBATICS, CHEER, STRENGTH & FLEXIBILITY. 3. BEACHBODY; NOT INVESTMENT RELATED; 705 N 25TH ST, LINCOLN, NE 68503; INDEPENDENT FITNESS COACH; START 2010; 5 HRS/MONTH; NONE DURING SECURITIES TRADING HOURS; INDEPENDENT FITNESS COACH AND SALES FOR NUTRITION PRODUCTS 4. Convene; NOT INVESTMENT RELATED; 2260 SAUI RANCH PARKWAY, SUITE A200, YORBA LINDA, CA 92887; ADVISROY BOARD CHAIR; START 03/2023; 40 HRS/MONTH; NONE DURING SECURITIES HOURS; LEADING AND FACILITATING A CHRISTIAN BUSINESS FORUM TEAM, RECRUITING MEMBERS, FACILIATING MEETINGS/RETREATS, AND PROMOTING CONVENE MEMBER MEETINGS.
CRS (Client Relationship Summary) - RIA
Click below to view Brad Parker Bryan's 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®
NoneExperience
Current
February 12, 2021 - Present
PLAN A WEALTH, LLC
Office #1: 7221 Plaza Court, Lincoln, NE 68516RIA
CRD#: 287860
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(2/12/2021)
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,930 |
| AUM (Assets Under Management) | $ 370,405,496 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PLAN A WEALTH, LLC
CRD#: 287860Lincoln, NE 68516TRUST BUT VERIFY
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