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.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- NE
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Total Assets Under Management248MILLIONS
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Total Number of Accounts3,117ACCOUNTS
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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
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