Jonathan D. Mcalister

PLAN A WEALTH

Lincoln, NE 68516

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CRD#: 7314820

Professional summary

Jonathan David Mcalister, CFP® is a registered financial advisor currently at PLAN A WEALTH, LLC located in Lincoln, Nebraska.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jonathan has worked at 2 firms 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Mcalister'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

March 29, 2021 - Present

PLAN A WEALTH, LLC

Office #1: 7221 Plaza Court, Lincoln, NE 68516

RIA

CRD#: 287860

Lincoln, NE

Past

January 4, 2021 - March 19, 2021

ASSET PLANNING CORPORATION

RIA

CRD#: 7890

KNOXVILLE, TN

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".

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
(3/29/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2020

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (11 States and Territories)

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 Accounts	1,930
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.

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Jonathan D. Mcalister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Mcalister's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLAN A WEALTH, LLC

ASSET PLANNING CORPORATION

Primary Firm SEC Registration

PLAN A WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2020

Current Firm

PLAN A WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PLAN A WEALTH, LLC

TRUST BUT VERIFY

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