Amy Miletti has been an investment adviser representative at Plan A Wealth since September 2026, and is not listed among the firm’s executive officers or direct owners.
Plan A Wealth, LLC is a Lincoln, NE firm with $434M under management, 658 clients and 6 advisers across 2 offices, as of its March 2026 filing.
- Plan A Wealth, LLCCurrent– present · under a yearLincoln, NE · Adviser representative · Firm CRD 287860
Investment adviser representative registrations
Amy Miletti is registered as an investment adviser representative in Ohio, since September 2026.
- OhioSince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 2026 |
| SIE | Securities Industry Essentials Examination | 1 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8178904
- Firm
- Plan A Wealth · CRD 287860
- Office
- 7221 PLAZA COURT, Lincoln, NE 68516
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Miletti work?
Amy Miletti is an investment adviser representative registered through Plan A Wealth, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Amy Miletti a financial advisor?
Yes. Amy Miletti has a current investment-adviser registration in Ohio, through Plan A Wealth since September 2026.
How many years of experience does Amy Miletti have?
Amy Miletti has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Amy Miletti passed?
Amy Miletti has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in June 2026.
Where is Amy Miletti based?
Amy Miletti’s registered office is in Lincoln, NE.
Is Amy Miletti registered with FINRA?
No. Amy Miletti has no current broker registration.
How can I verify Amy Miletti’s record?
Search CRD 8178904 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Miletti’s full registration record.