Joshua Fisher has been an investment adviser representative at Plan A Wealth since November 2023, 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.
Joshua Fisher’s longest registration was 15 years at Wells Fargo Clearing Services, LLC (2008–2023). Before joining Plan A Wealth in 2023, Joshua Fisher was registered through Wells Fargo Clearing Services, LLC and Hummel Wealth Management, LLC.
- Plan A Wealth, LLCCurrent– present · 2 yearsCoshocton, OH · Adviser representative · Firm CRD 287860
- Wells Fargo Clearing Services, LLC– · 15 yearsNew Philadelphia, OH · Adviser representative · Firm CRD 19616
- Hummel Wealth Management, LLC– · 1 yearCoshocton, OH · Adviser representative · Firm CRD 143523
Investment adviser representative registrations
Joshua Fisher is registered as an investment adviser representative in Ohio, since November 2023.
- OhioSince 11 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 March 2007 |
| Series 7 | General Securities Representative Examination | 22 September 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Gregory Fisher
- CRD
- 4695521
- Firm
- Plan A Wealth · CRD 287860
- Office
- 419 S Whitewoman Street, Coshocton, OH 43812
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joshua Fisher work?
Joshua Fisher is an investment adviser representative registered through Plan A Wealth, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Fisher a financial advisor?
Yes. Joshua Fisher has a current investment-adviser registration in Ohio, through Plan A Wealth since November 2023.
How many years of experience does Joshua Fisher have?
Joshua Fisher has 23 years in the financial industry, since September 2003, across 3 adviser firms.
What exams has Joshua Fisher passed?
Joshua Fisher has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2003. FINRA credited Joshua Fisher with the SIE, which began in October 2018.
Where did Joshua Fisher work before Plan A Wealth?
Before Plan A Wealth, Joshua Fisher was registered through Hummel Wealth Management, LLC, June 2007 to July 2008.
Where is Joshua Fisher based?
Joshua Fisher’s registered office is in Coshocton, OH.
Is Joshua Fisher registered with FINRA?
Yes. Joshua Fisher has a current broker registration, under CRD 4695521.
Source: FINRA BrokerCheck
How can I verify Joshua Fisher’s record?
Search CRD 4695521 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Fisher’s full registration record.