David Vezina is a registered investment advisor at Sequent Planning, LLC, based in Omaha, NE, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
8420 West Dodge Road, Suite 110, Omaha, NE, 68114
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an annuity manager at 1st Jersey Insurance Agency since 2017, servicing Medicare clients. This takes a few hours per week during trading hours.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Tfs Advisory Services
Tfs Securities, INC.Broker
First Union Securities, INC.Broker
Tfs Securities, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.