Becky Lynn Wiegand

Employer firm

Plan A Wealth, LLC CRD 287860

$434M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 04/2017
  Wells Fargo Advisors Financial Network, Llc
  Lincoln, NE
• 03/2017 → Present
  Plan A Wealth, Llc
  Lincoln, NE
• 04/2017 → Present
  Private Client Services, Llc
  Louisville, KY

Previous Registrations

• 2015-05-15 → 2017-04-24
  Wells Fargo Advisors Financial Network, Llc
  Lincoln, NE
• 2011-06-13 → 2015-05-15
  Wells Fargo Clearing Services, Llc
  Lincoln, NE

Other Businesses

1) Beatrice Speedway. 321 Logan Ave, Beatrice, NE 68310. Local dirt race track ran/managed by Gage Country AG Society. Administrative & recordkeeping, Friday nights during summer months. Duties include software management, registrations, Lap courting and check register reporting. 20 hrs/mo; 0 during trading hrs. 2) Plan A Wealth Management. 7221 Plaza Court, Lincoln, NE 68516. RIA. Chief Compliance Officer. 170 hrs/mo; 170 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-02

Other Names

• Becky Lynn Nelson