Logan Schluckebier has been an investment adviser representative at Plan A Wealth since January 2026, and is not listed among the firm’s executive officers or direct owners. Logan Schluckebier holds a Bachelor of Science in Business Administration (minor in Marketing) from Grand Canyon University.
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.
Logan Schluckebier is Financial Advisor of Plan A Wealth Management. He was an owner/operator of a moving and delivery service in Scottsdale, Arizona, and more recently a project manager for the retail power generation team at an electrical microgrid company based in Atlanta, GA, giving him a background in operations and management.
- Plan A Wealth, LLCCurrent– present · under a yearLincoln, NE · Adviser representative · Firm CRD 287860
Investment adviser representative registrations
Logan Schluckebier is registered as an investment adviser representative in Nebraska, since January 2026.
- NebraskaSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Logan Samuel Schluckebier
- CRD
- 8208062
- Firm
- Plan A Wealth · CRD 287860
- Office
- 7221 PLAZA COURT, Lincoln, NE 68516
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planawm.com
Where does Logan Schluckebier work?
Logan Schluckebier is an investment adviser representative registered through Plan A Wealth, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Logan Schluckebier a financial advisor?
Yes. Logan Schluckebier has a current investment-adviser registration in Nebraska, through Plan A Wealth since January 2026.
How many years of experience does Logan Schluckebier have?
Logan Schluckebier has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Logan Schluckebier passed?
Logan Schluckebier passed the Series 65 in January 2026.
Where is Logan Schluckebier based?
Logan Schluckebier’s registered office is in Lincoln, NE.
Is Logan Schluckebier registered with FINRA?
No. Logan Schluckebier has no current broker registration.
How can I verify Logan Schluckebier’s record?
Search CRD 8208062 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Logan Schluckebier’s full registration record.