Michael Anthony Hoefler
Investment Adviser Representative at PLAN A Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Anthony Hoefler is an investment adviser representative with PLAN A Wealth, LLC in Lincoln, NE, where they have been registered since 2020. They have worked in the securities industry since 2018 and were previously registered with Securities America Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Nebraska.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska
- Broker:
20 states and territories
Alabama, Arizona, Arkansas, California, Florida, Idaho, Illinois, Indiana, Iowa, Kansas, Maine, Minnesota, Missouri, Montana, Nebraska, New Jersey, Ohio, South Dakota, Texas, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First State BANK NebraskaJul 1997 – Nov 2019Lincoln, NE
- Securities America, Inc.Feb 2018 – Jun 2020Lincoln, NE
- Securities America AdvisorsMay 2018 – Jun 2020Lincoln, NE
- PLAN A Wealth, LLCJun 2020 – no end date reportedLincoln, NE
- Private Client ServicesJun 2020 – no end date reportedLincoln, NE
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PLAN A Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Lincoln, NE
- SEC file number:
- 801-110113
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 10, 2026
View full firm profileOther advisors at PLAN A Wealth, LLC
6 other advisors in the directory
Similar advisors in Lincoln, NE
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Anthony Hoefler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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