Steven Rohrig, financial advisor Omaha NE

Steven Rohrig

CRD Number: 4259007
Current Firm: Sequent Planning, LLC

Steven Rohrig (CRD# 4259007) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sequent Planning, LLC Omaha, NE Oct 2018 - Current 2
Senior Market Sales Omaha, NE Oct 2016 - Current 4
Mutual/united Of Omaha Omaha, NE Mar 1998 - Oct 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Steven A. Rohrig
Phone Number: 402-953-3544
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    128
    MILLIONS
  • Total Number of Accounts
    1,317
    ACCOUNTS
  • Average Account Value
    $97,152
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AZ, CA, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

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