Joshua
Fisher
Plan A Wealth, LLC
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About this Advisor
Joshua Fisher is a financial advisor based in Lincoln, Nebraska, working with Plan A Wealth, LLC. Joshua has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Private Client Services, and Plan A Wealth, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Joshua 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
Joshua Fisher Work History
Private Client Services
Plan A Wealth, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Joshua Fisher 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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