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David James Vezina

Sequent Planning, LLC

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About David James Vezina

David Vezina is an investment advisor representative with Sequent Planning, LLC based in Omaha, NE. David is registered with FINRA and has been in the industry since 2018. David has experience working with a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth individuals. David offers a variety of advisory services, including financial planning, portfolio management for individuals, and educational seminars.

Firm Information

David Vezina is currently registered with Sequent Planning, LLC. Sequent Planning, LLC is an investment advisor based in Omaha, NE. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Sequent Planning manages approximately $373,438,734 in discretionary assets for 4,279 clients.
Sequent Planning, LLC

8420 WEST DODGE ROAD

OMAHA, NE 68114

$373.44M

Assets Under Management

49

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Vezina’s Registration & Firm History

NE

01/01/2025 - Present

Sequent Planning, LLC (OMAHA NE)

NJ

06/27/2018 - 11/16/2023

TFS SECURITIES, INC. (LINCROFT NJ)

MO

03/02/2001 - 01/04/2002

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NJ

08/04/1997 - 01/23/2001

TFS SECURITIES, INC. (LINCROFT NJ)

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Licenses & Designations

IA

Issued 10/25/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David James Vezina. Review regulatory record here.
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