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Nathaniel J Facarazzo

Sequent Planning, LLC

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About Nathaniel J Facarazzo

Nathaniel Facarazzo is a financial advisor at Sequent Planning, LLC. Nathaniel is also registered in Arizona, Nevada, and Texas. Nathaniel has been in the industry since 2003. Prior to joining Sequent Planning, LLC, Nathaniel was employed at USAA Financial Advisors, Inc. and Farmers Financial Solutions, LLC. Nathaniel has passed the Series 6, 7, 63, and 66 examinations.

Firm Information

Nathaniel Facarazzo 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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Nathaniel Facarazzo’s Registration & Firm History

AZ

02/26/2019 - Present

Sequent Planning, LLC (Scottsdale AZ)

AZ

03/19/2010 - 02/14/2014

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

01/29/2007 - 01/05/2010

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

11/10/2003 - 08/16/2006

FARMERS FINANCIAL SOLUTIONS, LLC (GLENDALE AZ)

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Licenses & Designations

BOTH

Issued 04/08/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/08/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel J Facarazzo.
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