Andrew
Rojas
Sequent Planning, LLC
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About this Advisor
Andrew Rojas is a financial advisor operating in Omaha, Nebraska. Rojas is an employee of Sequent Planning, LLC. During their career, Rojas has held roles at Union Bank And Trust, Northwestern Mutual, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Securities America Advisors, Inc, Full Time Student, Futurity First Insurance Group, Scottsdale Wealth Advisory LLC and Sequent Planning LLC. Rojas maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Arizona. Sequent Planning, LLC is a registered investment company that has its headquarters in Omaha, NE. The investment advisory business has offices in 32 locations and a total of 86 financial advisors. It has $248 million in total assets across its 3,117 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 3,117 customer accounts, just 1% belong to high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on the type of services offered. However, fee types charged by Sequent Planning, LLC most likely include any 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
Andrew Rojas Work History
Andrew has been registered as a financial advisor for 0 years.*
Sequent Planning LLC
Scottsdale Wealth Advisory LLC
Securities America Advisors, Inc
Futurity First Insurance Group
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Northwestern Mutual
Union Bank And Trust
Full Time Student
*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 Andrew Rojas 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
Rock Port, MO
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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