Jeffrey
Riesberg

Sequent Planning, LLC

CRD#5114917
Investment Advisor
in Omaha, NE

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About this Advisor

Jeffrey Riesberg is a financial advisor operating in Omaha, Nebraska with a total of 4 years of industry experience. Riesberg is on the advisory team at Sequent Planning, LLC. Their career trajectory has included roles at Allstate Insurance Company, Senior Market Sales, Uber, Allstate Financial Advisors, LLC and Sequent Planning, LLC. Riesberg has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Nebraska. Sequent Planning, LLC is an advisory firm headquartered in Omaha, NE. The investment advisory business has offices in 32 locations and a total of 86 employees. It handles $248 million in total assets between its 3,117 accounts, making it one of the mid-sized financial advisory 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 advisory firm offers a wide set 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 advisory fee schedules usually depend on which services are provided. Fee types billed by Sequent Planning, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8420 West Dodge Road Suite 110
Omaha, NE 68114

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Sequent Planning, LLC Brokerage Details

Total Assets Under Management

$248,155,987

NE Average: $1,978,216,465
Total Number of Employees

86

NE Average: 226
Total Number of Accounts

3,117

NE Average: 7,467
Average Account Size

$79,614

NE Average: $264,928

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

Jeffrey Riesberg Work History

Jeffrey has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Senior Market Sales

2019 - Present (5 years)

Sequent Planning, LLC

2018 - Present (6 years)

Uber

2013 - 2018 (5 years)

Allstate Insurance Company

2013 - 2018 (5 years)

Allstate Financial Advisors, LLC

*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 Jeffrey Riesberg 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

Scott Lambie
Omaha, NE
Scott Aschoff
Omaha, NE
Heather Franklin
Oxford, FL
Aaron Shigley
Omaha, NE
Jeffrey Riesberg
Omaha, NE
Chelsea Kiehler
Suwanee, GA
Sean Kroeger
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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