Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor earns commissions from securities transactions through Private Client Services, LLC. These commissions may be higher or lower than those charged by other broker-dealers. Types of commissions include those earned from buying or selling equity securities, mutual fund 12b-1 commissions, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

7221 Plaza Court, Lincoln, NE, 68516

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Private Client Services, LLC Broker
February 2025 - Present · 11 mos
Plan a Wealth, LLC
December 2024 - Present · 1 yr 1 mo
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.