Ron
Gershonovitch
Sequent Planning, LLC
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About this Advisor
Ron Gershonovitch is a financial advisor who works in Omaha, Nebraska with a total of 1 year of relevant experience. Gershonovitch is currently employed by Sequent Planning, LLC. Gershonovitch has gained experience at World Financial Group, Innovative Financial Services, United Realty Center, Inc, Transamerica Financial Advisors, Inc, American Funding Center, National Life Group, Inc, Guardian Life Insurance Company Of America, Park Avenue Securities, LLC, Sequent Planning LLC, Secure Life Financial Group, Inc and Sagepoint Financial Inc. Gershonovitch has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Sequent Planning, LLC is a financial advisory business based in Omaha, NE. The company has offices in 32 locations and a total of 86 advisors. It manages $248 million in assets under management among its 3,117 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 3,117 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. Sequent Planning, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Sequent Planning, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$248,155,987
86
3,117
$79,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ron Gershonovitch Work History
Ron has been registered as a financial advisor for 1 years.*
Sequent Planning LLC
Secure Life Financial Group, Inc
Innovative Financial Services
National Life Group, Inc
Guardian Life Insurance Company Of America
Park Avenue Securities, LLC
Sagepoint Financial Inc
Transamerica Financial Advisors, Inc
United Realty Center, Inc
American Funding Center
World Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ron Gershonovitch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequent Planning, LLC
Omaha, NE
Omaha, NE
Oxford, FL
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Suwanee, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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