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Detailed Report
BECKY LYNN WIEGAND
BECKY LYNN NELSON
CRD#: 5366195
IA
Investment Adviser
B
Broker
PLAN A WEALTH, LLCCRD#: 287860 7221 PLAZA COURT
LINCOLN, NE 68516
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 7221 Plaza Court
Lincoln, NE 68516
Registration History
201220142016201820202022202420262 FIRMS2011 - 2015 (4 years)2 FIRMS2015 - 2017 (1 year)2 FIRMS2017 - Present (7 years)
License(s)

State Registrations

B
Alabama 6/3/2022
B
Maine 4/21/2017
B
Arizona 4/21/2017
B
Minnesota 4/21/2017
B
Arkansas 9/12/2018
B
Montana 4/21/2017
B
California 4/21/2017
B
Nebraska 4/21/2017
B
Florida 4/21/2017
IA
Nebraska 4/24/2017
B
Idaho 4/21/2017
B
New Jersey 7/24/2023
B
Illinois 4/21/2017
B
Ohio 7/9/2019
B
Indiana 5/2/2023
B
Texas 4/21/2017
B
Iowa 4/21/2017
B
Vermont 4/21/2017
B
Kansas 4/21/2017

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PLAN A WEALTH, LLC (CRD#:287860)
7221 PLAZA COURT, LINCOLN, NE 68516
Registered with this firm since 4/24/2017
B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
7221 Plaza Court, Lincoln, NE 68516
Registered with this firm since 4/21/2017
Previous Registration(s)
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IA
 05/15/2015 - 04/24/2017 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) LINCOLN, NE
B
 05/15/2015 - 04/24/2017 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) LINCOLN, NE
IA
 06/13/2011 - 05/15/2015 WELLS FARGO ADVISORS, LLC (CRD#:19616) LINCOLN, NE
B
 03/30/2011 - 05/15/2015 WELLS FARGO ADVISORS, LLC (CRD#:19616) LINCOLN, NE
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.