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Steven Rohrig

Sequent Planning, LLC

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About Steven Rohrig

Steven Rohrig is a registered Investment Advisor Representative, holding licenses in Nebraska. Steven has been in the industry since December 2000. Currently, Steven is affiliated with Sequent Planning, LLC and has been since October 2018. Prior to Sequent Planning, LLC, Steven worked at Mutual of Omaha Investor Services, Inc. Steven offers advisory services such as financial planning, portfolio management for individuals, educational seminars, selection of other advisors, and pension consulting. Steven is a Chartered Financial Consultant and holds the Series 6, Series 63, Series 65, and Series 26 licenses.

Firm Information

Steven Rohrig 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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Steven Rohrig’s Registration & Firm History

NE

10/12/2018 - Present

Sequent Planning, LLC (OMAHA NE)

NE

12/18/2000 - 10/18/2016

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 01/10/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Rohrig.
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