Sequent Planning, LLC

Sequent Planning, LLC (CRD# 160381) is a financial advisory firm headquartered in Omaha, NE. They manage $14,846,805 in 102 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $145,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

AZ, FL, IA, LA, MI, NC, NE, NJ, OH, OR, TX

Financial Advisors at Sequent Planning, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Logan W. Dietel
CRD#: 5064196
One International Centre, 100 Ne Loop 410, Suite 1400, San Antonio, TX 78216
96
Wealthminder
score

Logan Dietel (CRD# 5064196) is an Investment Advisor Representative working at Sequent Planning, LLC in San Antonio, TX and has over 12 years of experience in the finance industry. Logan Dietel 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
Joseph E. Elsasser
CRD#: 4474692
8420 West Dodge Road, Suite 110, 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 16 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.

3
Linda S. Clarkson
CRD#: 4200507
2581 Whittle Avenue, Medford, OR 97504
93
Wealthminder
score

Linda Clarkson (CRD# 4200507) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 17 years of experience in the finance industry.

4
Nathaniel J. Facarazzo
CRD#: 4727297
8501 E. Princess Drive, Suite 210, Scottsdale, AZ 85255
93
Wealthminder
score

Nathaniel Facarazzo (CRD# 4727297) is an Investment Advisor Representative working at Sequent Planning, LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.

5
Jeremy D. Mandel
CRD#: 5419692
8420 West Dodge Road, Suite 110, Omaha, NE 68114
93
Wealthminder
score

Jeremy Mandel (CRD# 5419692) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 10 years of experience in the finance industry.

6
Howard J. Rappaport
CRD#: 4941230
8420 West Dodge Road, Suite 110, Omaha, NE 68114
93
Wealthminder
score

Howard Rappaport (CRD# 4941230) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 12 years of experience in the finance industry.

7
Richard W. Warner
CRD#: 4644933
905 Central Avenue, Auburn, NE 68305
93
Wealthminder
score

Richard Warner (CRD# 4644933) is an Investment Advisor Representative working at Sequent Planning, LLC in Auburn, NE and has over 11 years of experience in the finance industry.

8
Lauren A. Degroot
CRD#: 6172334
8420 West Dodge Road, Suite 110, 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 5 years of experience in the finance industry.

9
Melissa N. Mlasko
CRD#: 5553386
2581 Whittle Avenue, Medford, OR 97504
89
Wealthminder
score

Melissa Mlasko (CRD# 5553386) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 3 years of experience in the finance industry.

10
Gregory S. Shuman
CRD#: 6797412
Mermentau, LA
87
Wealthminder
score

Gregory Shuman (CRD# 6797412) is an Investment Advisor Representative working at Sequent Planning, LLC in Mermentau, LA and has 1 year of experience in the finance industry.

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