Joseph
Fowler
Plan A Wealth, LLC
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About this Advisor
Joseph Fowler is a financial advisor working out of Lincoln, Nebraska who has 1 year of relevant experience. Fowler is an employee of Plan A Wealth, LLC. The advisor has gained experience at Plan A Wealth, LLC, Lawnscape Inc, Financial Transitions Inc, Nelnet, Old Chicago, Performance Chrysler and Jimmy John;S. Fowler maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Nebraska. Plan A Wealth, LLC is a company that has its headquarters in Lincoln, NE. It controls $234 million in total assets across its 1,393 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to two charitable organizations. Of its 1,393 customer accounts, 34% belong to high-net-worth investors who have at least $1 million in investable assets. Plan A Wealth, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services are provided. However, fee types billed by Plan A Wealth, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan A Wealth, LLC Brokerage Details
$233,595,188
12
1,393
$167,692
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
Joseph Fowler Work History
Joseph has been registered as a financial advisor for 1 years.*
Plan A Wealth, LLC
Lawnscape Inc
Financial Transitions Inc
Nelnet
Old Chicago
Performance Chrysler
Jimmy John;S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Fowler 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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