Brad Parker Bryan
Investment adviser representative at Plan A Wealth, LLC
29 yearsExperience
1 stateRegistered in
$433.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Plan A Wealth, LLCSep 2020 to now
- City ImpactJan 1997 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NE).
Plan A Wealth, LLC
$433.8MAssets managed
658Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7296060
- Firm CRD
- 287860