Jonathan
Mcalister
Plan A Wealth, LLC
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About this Advisor
Jonathan Mcalister is a financial advisor based in Lincoln, Nebraska, working with Plan A Wealth, LLC. Jonathan has previously held positions at Asset Planning Corporation, Safe Home Security, Denton Water Works, Bicycles Plus, University Of North Texas, Liberty University, and Plan A Wealth, LLC. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Jonathan is part of Plan A Wealth, LLC, which operates out of Lincoln, Nebraska. The firm has 1 office and 12 employees. The firm manages assets totaling $326.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Plan A Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Plan A Wealth, LLC Brokerage Details
$326,862,915
12
1,682
$194,330
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Mcalister Work History
Plan A Wealth, LLC
Asset Planning Corporation
Safe Home Security
Denton Water Works
Liberty University
University Of North Texas
Bicycles Plus
Student
Disclosures
Please visit the SEC profile of Jonathan Mcalister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plan A Wealth, LLC
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
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