Brad Bryan has been an investment adviser representative at Plan A Wealth since February 2021, and is not listed among the firm’s executive officers or direct owners. Brad Bryan holds a Bachelor's degree in Business Administration (focus in Finance and Marketing) from the University of Nebraska-Lincoln.
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.
Brad Bryan is Financial Advisor of Plan A Wealth Management. He has been with the firm for over five years, helping individuals and families with financial decisions. Before joining, he and his wife co-founded City Impact, a faith-based nonprofit, and he served the organization for 23 years as Executive Director and Development Director.
Investment adviser representative registrations
Brad Bryan is registered as an investment adviser representative in Nebraska, since February 2021.
- NebraskaSince 12 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 February 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brad Parker Bryan
- CRD
- 7296060
- Firm
- Plan A Wealth · CRD 287860
- Office
- 7221 PLAZA COURT, Lincoln, NE 68516
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planawm.com
Where does Brad Bryan work?
Brad Bryan is an investment adviser representative registered through Plan A Wealth, LLC since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brad Bryan a financial advisor?
Yes. Brad Bryan has a current investment-adviser registration in Nebraska, through Plan A Wealth since February 2021.
How many years of experience does Brad Bryan have?
Brad Bryan has 5 years in the financial industry, since February 2021, across 1 adviser firm.
What exams has Brad Bryan passed?
Brad Bryan passed the Series 65 in February 2021.
Where is Brad Bryan based?
Brad Bryan’s registered office is in Lincoln, NE.
Is Brad Bryan registered with FINRA?
No. Brad Bryan has no current broker registration.
How can I verify Brad Bryan’s record?
Search CRD 7296060 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brad Bryan’s full registration record.