Scott AschoffCRD Number: 3072002
Current Firm: Sequent Planning, LLC
Scott Aschoff (CRD# 3072002) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 16 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Sequent Planning, LLC||Omaha, NE||Jan 2020 - Current||3|
|Senior Market Sales||Omaha, NE||Jan 2018 - Current||5|
|Td Ameritrade||Omaha, NE||Mar 2016 - Jan 2018||1|
|Cls Investments, LLC||Omaha, NE||Nov 2014 - Mar 2016||1|
|Northern Lights Distributors, LLC||Omaha, NE||Nov 2014 - Mar 2016||1|
|Ameritas Life Insurance Corp||Lincoln, NE||Apr 2013 - Oct 2014||1|
|Ameritas Investment Corp||Lincoln, NE||Apr 2013 - Oct 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management248MILLIONS
Total Number of Accounts3,117ACCOUNTS
Average Account Value$79,614
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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