Michael
Magnuson
Plan A Wealth, LLC
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About this Advisor
Michael Magnuson is a financial advisor operating out of Lincoln, Nebraska with a total of 1 year of relevant experience. Magnuson is on the advisory team at Plan A Wealth, LLC. Throughout their career, they have worked at Lpl Financial, LLC, Plan A Wealth, LLC and Private Client Services. Magnuson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Nebraska. Plan A Wealth, LLC is a financial advisory business based in Lincoln, NE. It controls $234 million in assets between its 1,393 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 1,393 customer accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets. Plan A Wealth, LLC performs a number 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 charged by financial advisors largely vary depending on the financial services offered. Fees billed by Plan A Wealth, LLC likely are comprised of any 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
Michael Magnuson Work History
Michael has been registered as a financial advisor for 1 years.*
Plan A Wealth, LLC
Private Client Services
Lpl Financial, LLC
*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 Michael Magnuson 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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