Plan A Wealth Management
Financial Services • 
Lincoln, Nebraska, United States • 1-10 Employees
Company overview
| Headquarters | 7221 Plaza Ct, Lincoln, Nebraska 68516, US |
| Phone number | +14029758008 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Budgeting, Investing, Finance, Financial Planning, Estate Planning, Investment Management |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Plan A Wealth Management
Ronald W. Anderson
Founder & President
Plan A Wealth Management Email Formats
Plan A Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@planawm.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@planawm.com | 71.4% |
{first initial}{last name} | jdoe@planawm.com | 28.6% |
About Plan A Wealth Management
At Plan A we believe our clients deserve a financial team that will lead with faith and guide with knowledge, compassion and service. Your interests drive our processes. When you work with Plan A Wealth Management, you will begin to see your finances in a new light. You will gain a team of people committed to serving you throughout the course of your life.
Plan A Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Plan A Wealth Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Plan A Wealth Management has never raised funding before.
Taiwan, Province of China
United Kingdom
Frequently asked questions
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