Michael Hoefler has been an investment adviser representative at Plan A Wealth since June 2020, and is not listed among the firm’s executive officers or direct owners. Michael Hoefler holds an MBA from the University of Nebraska.
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.
Mike Hoefler is Financial Advisor of Plan A Wealth Management. Before joining the firm, he worked in the banking industry for 24 years. He also served as accounting manager at the Fellowship of Christian Athletes national headquarters for over six years.
Michael Hoefler’s longest registration is the current one, 6 years at Plan A Wealth since 2020. Before joining Plan A Wealth in 2020, Michael Hoefler was registered through Securities America Advisors, Inc.
- Securities America Advisors, Inc.– · 2 yearsLincoln, NE · Adviser representative · Firm CRD 110518
Investment adviser representative registrations
Michael Hoefler is registered as an investment adviser representative in Nebraska, since June 2020.
- NebraskaSince 16 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 March 2018 |
| Series 7 | General Securities Representative Examination | 6 March 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Anthony Hoefler
- CRD
- 6918243
- Firm
- Plan A Wealth · CRD 287860
- Office
- 7221 PLAZA COURT, Lincoln, NE 68516
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- planawm.com
Where does Michael Hoefler work?
Michael Hoefler is an investment adviser representative registered through Plan A Wealth, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Michael Hoefler a financial advisor?
Yes. Michael Hoefler has a current investment-adviser registration in Nebraska, through Plan A Wealth since June 2020.
How many years of experience does Michael Hoefler have?
Michael Hoefler has 8 years in the financial industry, since March 2018, across 2 adviser firms.
What exams has Michael Hoefler passed?
Michael Hoefler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Michael Hoefler with the SIE, which began in October 2018.
Where did Michael Hoefler work before Plan A Wealth?
Before Plan A Wealth, Michael Hoefler was registered through Securities America Advisors, Inc., May 2018 to June 2020.
Where is Michael Hoefler based?
Michael Hoefler’s registered office is in Lincoln, NE.
Is Michael Hoefler registered with FINRA?
Yes. Michael Hoefler has a current broker registration, under CRD 6918243.
Source: FINRA BrokerCheck
How can I verify Michael Hoefler’s record?
Search CRD 6918243 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Hoefler’s full registration record.