Nelson Toney Sebra

Employer firm

Insight Folios CRD 174411

$331M regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 09/2017
  Symetra Financial
  Bellevue, WA
• 01/2015 → 09/2017
  Symetra Securities Inc.
  Bellevue, WA
• 05/2025 → Present
  Insight Folios
  Charlotte, NC
• 02/2018 → 10/2018
  Fairway
  Roseville, CA
• 10/2018 → 04/2021
  Synergy One
  Roseville, CA
• 04/2020 → 04/2021
  Mutual Of Omaha
  Roseville, CA
• 04/2021 → Present
  Reverse Freedom
  West Jordan, UT
• 06/2021 → Present
  Nts Consulting Inc.
  Sandy, UT
• 09/2017 → 02/2018
  Unemployed
  Sacramento, CA

Previous Registrations

• 2014-07-22 → 2014-10-06
  Strategic Wealth Advisors Group
  Rocklin, CA

Other Businesses

Owner of 2 rental properties - 121 Lagomarsino Way, Sacramento, CA 95819 No duties, property managed by property management company, Not investment related, 1 hour a month, 0 during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-16
• S63 Uniform Securities Agent State Law Examination
  2003-02-21

Other Names

• Nelson Toney Sebra
• Nelson Toney Sebra
• Toney Sebra