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).
Total Assets Under Management11MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$144,587
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
IA, NE, TX
Joseph Elsasser (CRD# 4474692) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 14 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.
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.