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Brad Parker Bryan

Plan A Wealth, LLC

Lincoln, NE

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Current Employers
Plan A Wealth, Llc

7221 Plaza Court, Lincoln, NE 68516 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-02-12
  • NE RA
    APPROVED
    Since 2021-02-12

Branch Locations

7221 Plaza Court, Lincoln, NE 68516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City Impact Lincoln NE 01/1997 09/2020
Plan A Wealth, Llc Lincoln NE 09/2020 Present
  • 01/1997 → 09/2020
    City Impact
    Lincoln, NE
  • 09/2020 → Present
    Lincoln, NE
Other Businesses

1. ROTARY 14; NOT INVESTMENT RELATED; 233 S. 13TH ST LINCOLN, NE 68501; SERVICE ORGANIZATION OF BUSINESS AND PROFESSIONAL PEOPLE; FINANCE COMMITEE MEMBER; STARTED 7/1/2020; APPROXIMATELY 5-10 HOURS PER MONTH; ASSISTING THE CLUB ADMINISTRATOR. 2. BRIGATA; NOT INVESTMENT-RELATED; 333 SPEEDWAY CIR., SUITE # 3 LINCOLN, NE 68502; PRIVATE TRAINING LESSONS FOR ATHLETES IN GYMNASTICS, CHEER, STRENGTH; COACH; STARTED 09/2019; 30-35 HOURS PER MONTH; PROVIDED PRIVATE LESSONS FOR ATHLETES IN TUMBLING, GYMNASTICS, ACROBATICS, CHEER, STRENGTH & FLEXIBILITY. 3. BEACHBODY; NOT INVESTMENT RELATED; 705 N 25TH ST, LINCOLN, NE 68503; INDEPENDENT FITNESS COACH; START 2010; 5 HRS/MONTH; NONE DURING SECURITIES TRADING HOURS; INDEPENDENT FITNESS COACH AND SALES FOR NUTRITION PRODUCTS 4. Convene; NOT INVESTMENT RELATED; 2260 SAUI RANCH PARKWAY, SUITE A200, YORBA LINDA, CA 92887; ADVISROY BOARD CHAIR; START 03/2023; 40 HRS/MONTH; NONE DURING SECURITIES HOURS; LEADING AND FACILITATING A CHRISTIAN BUSINESS FORUM TEAM, RECRUITING MEMBERS, FACILIATING MEETINGS/RETREATS, AND PROMOTING CONVENE MEMBER MEETINGS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-09
  • S65 Uniform Investment Adviser Law Examination
    2021-02-09

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