Cutter Anderson has been an investment adviser representative at Plan A Wealth since December 2024, 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.
Investment adviser representative registrations
Cutter Anderson is registered as an investment adviser representative in Nebraska, since December 2024.
- NebraskaSince 5 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2025 |
| SIE | Securities Industry Essentials Examination | 15 February 2025 |
| Series 7TO | General Securities Representative Examination | 7 February 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 December 2024 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cutter Price Anderson
- CRD
- 7128204
- Firm
- Plan A Wealth · CRD 287860
- Office
- 7221 PLAZA COURT, Lincoln, NE 68516
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Cutter Anderson work?
Cutter Anderson is an investment adviser representative registered through Plan A Wealth, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Cutter Anderson a financial advisor?
Yes. Cutter Anderson has a current investment-adviser registration in Nebraska, through Plan A Wealth since December 2024.
How many years of experience does Cutter Anderson have?
Cutter Anderson has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Cutter Anderson passed?
Cutter Anderson has passed 4 licensing exams: the Series 65, Series 7TO, SIE and Series 63. The earliest, the Series 65, was passed in December 2024.
Where is Cutter Anderson based?
Cutter Anderson’s registered office is in Lincoln, NE.
Is Cutter Anderson registered with FINRA?
Yes. Cutter Anderson has a current broker registration, under CRD 7128204.
Source: FINRA BrokerCheck
How can I verify Cutter Anderson’s record?
Search CRD 7128204 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cutter Anderson’s full registration record.