Michael Anthony Hoefler

Current Employers

Employment History

• 07/1997 → 11/2019
  First State Bank Nebraska
  Lincoln, NE
• 02/2018 → 06/2020
  Securities America, Inc.
  Lincoln, NE
• 05/2018 → 06/2020
  Securities America Advisors
  Lincoln, NE
• 06/2020 → Present
  Plan A Wealth, Llc
  Lincoln, NE
• 06/2020 → Present
  Private Client Services
  Lincoln, NE

Previous Registrations

• 2018-05-09 → 2020-06-16
  Securities America Advisors, Inc.
  Lincoln, NE
  Lincoln, NE

Other Businesses

1) TEAMMATES OF NORRIS POSITION: Treasurer & Mentor NATURE: Volunteer Treasurer for mentoring non-profit Also considering mentoring in school setting INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2010 ADDRESS: 25211 South 68th, Firth NE 68358 DESCRIPTION: make deposits and write checks for the Norris School chapter of TeamMates. May also meet with student throughout school year. 2) VILLAGE OF FIRTH POSITION: Treasurer NATURE: Employed Part-Time as the Treasurer for the Village of Firthsince May of1998. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1998 ADDRESS: 311 Nemaha Street, Firth, NE 68358 NE 68358 DESCRIPTION: Prepare financials for the Village of Firth.Obtain funding for projects through grants and bonds.Pay monthly bills for the Village.Complete annual municipalbudget. 3) ROYAL FAMILY KIDS POSITION: Mentor/Counselor NATURE: Camp and mentoring for children who have been in foster care. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2006 ADDRESS: 6000 S 84th Street, Lincoln NE 68516 DESCRIPTION: Responsible for two boys from Lancaster County 20 hours a day at a camp on Nebraska for 5 days.Also mentor one boy 6 hours per month during the school year. 4) NEW COVENANT COMMUNITY CHURCH POSITION: Sunday School Teacher & Wednesday Evening "Crew" Leader NATURE: Sunday School Teacher & Wednesday Evening "Crew" Leader INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2005 ADDRESS: 6000 S 84th Street, Lincoln NE 68516 5) PLAN A WEALTH MANAGEMENT; INVESTMENT-RELATED; 7221 PLAZA COURT, LINCOLN, NE 68516; SECURITIES SALES; REGISTERED INVESTMENT ADVISOR; 06/15/2020. 160 HOURS/MO; 130 DURING TRADING HOURS. 6) YMCA; Not Investment-related; Coach; None during securities trading hours; Start 09/2021; coach: manage practices and games for kids sports

Exams

• S66 Uniform Combined State Law Examination
  2018-03-26