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Cutter Price Anderson

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 2024-12-05
  • NE RA
    APPROVED
    Since 2024-12-05

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
Plan A Wealth, Llc Lincoln NE 03/2016 08/2019
Student Various NE 08/2014 12/2021
Landmark Valet Scottsdale AZ 09/2019 03/2020
Autovitals San Diego CA 08/2022 05/2023
Valley Junk Removal Phoenix AZ 01/2022 04/2022
Plan A Wealth, Llc Lincoln NE 03/2020 08/2020
Landmark Valet Scottsdale AZ 08/2020 04/2021
Plan A Wealth, Llc Lincoln NE 04/2021 08/2021
Landmark Valet Scottsdale AZ 08/2021 04/2022
Unemployed Lincoln NE 04/2022 07/2022
Autovitals San Diego CA 05/2023 01/2024
Autovitals San Diego CA 01/2024 08/2024
Autovitals San Diego CA 08/2024 11/2024
Unemployed Lincoln NE 11/2024 02/2025
Private Client Services Lincoln NE 02/2025 Present
  • 03/2016 → 08/2019
    Plan A Wealth, Llc
    Lincoln, NE
  • 08/2014 → 12/2021
    Student
    Various, NE
  • 09/2019 → 03/2020
    Landmark Valet
    Scottsdale, AZ
  • 08/2022 → 05/2023
    Autovitals
    San Diego, CA
  • 01/2022 → 04/2022
    Valley Junk Removal
    Phoenix, AZ
  • 03/2020 → 08/2020
    Plan A Wealth, Llc
    Lincoln, NE
  • 08/2020 → 04/2021
    Landmark Valet
    Scottsdale, AZ
  • 04/2021 → 08/2021
    Plan A Wealth, Llc
    Lincoln, NE
  • 08/2021 → 04/2022
    Landmark Valet
    Scottsdale, AZ
  • 04/2022 → 07/2022
    Unemployed
    Lincoln, NE
  • 05/2023 → 01/2024
    Autovitals
    San Diego, CA
  • 01/2024 → 08/2024
    Autovitals
    San Diego, CA
  • 08/2024 → 11/2024
    Autovitals
    San Diego, CA
  • 11/2024 → 02/2025
    Unemployed
    Lincoln, NE
  • 02/2025 → Present
    Private Client Services
    Lincoln, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-28
S65 Uniform Investment Adviser Law Examination 2024-12-05
  • S63 Uniform Securities Agent State Law Examination
    2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-12-05

View on SEC IAPD

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LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT
JEREMY MICHAEL ROBSON
SCOTT RAYMOND FARMEN
JEFFREY BRIAN FERN
MICHAEL EUGENE SHOEMAKER
GARY LEON PETTITT

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AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
U.S. BANCORP ADVISORS, LLC · Lincoln, NE

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