Sequent Planning, LLC

Sequent Planning, LLC (CRD# 160381) is a financial advisory firm headquartered in Omaha, NE. They manage $10,844,010 in 75 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $144,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE, TX

Financial Advisors at Sequent Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph E. Elsasser
CRD#: 4474692
8420 West Dodge Road, Suite 520, Omaha, NE 68114
96
Wealthminder
score

Joseph Elsasser (CRD# 4474692) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 15 years of experience in the finance industry. Joseph Elsasser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lauren A. Degroot
CRD#: 6172334
8420 West Dodge Road, Suite 520, Omaha, NE 68114
90
Wealthminder
score

Lauren Degroot (CRD# 6172334) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.

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