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John Conrad Buser

Sequent Planning, LLC

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About John Conrad Buser

John Conrad Buser is a financial advisor at Sequent Planning, LLC. John has over 20 years of experience in the financial services industry. John is a registered investment advisor in Florida and New York. John's prior experience includes working at LPL Financial LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., Redwood Brokerage LLC, Carlin Equities, LLC, E*TRADE Professional Trading, LLC, Momentum Securities, L.L.C., Domestic Securities, Inc. and Garban LLC. John specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals. John is committed to providing his clients with the highest level of service and expertise.

Firm Information

John Buser 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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John Buser’s Registration & Firm History

NE

10/18/2021 - Present

Sequent Planning, LLC (OMAHA NE)

NY

10/01/2014 - 01/20/2021

LPL FINANCIAL LLC (ROCKVILLE CENTRE NY)

NY

10/01/2012 - 10/13/2014

J.P. MORGAN SECURITIES LLC (BAY SHORE NY)

NY

07/26/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WEST ISLIP NY)

NY

01/01/2008 - 07/12/2010

WELLS FARGO ADVISORS, LLC (BABYLON NY)

NY

11/19/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)

NY

03/08/2006 - 08/02/2006

REDWOOD BROKERAGE LLC (NEW YORK NY)

NY

12/10/2003 - 02/03/2006

CARLIN EQUITIES, LLC (NEW YORK NY)

NY

09/09/2002 - 11/25/2003

E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)

NY

02/27/2002 - 08/02/2002

MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)

NJ

04/06/2001 - 02/04/2002

DOMESTIC SECURITIES, INC. (MONTVALE NJ)

NY

07/27/1987 - 11/15/2000

GARBAN LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/05/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2003

Series 3 - National Commodity Futures Examination

BC

Issued 04/09/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 8 public disclosures for John Conrad Buser. Review regulatory record here.
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