Brian Phillip Eltzeroth

Current Employers

Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-06-18

IN RA
APPROVED

Since 2025-06-18

Branch Locations

618 E Boulevard Suite 102, Kokomo, IN 46902 • United States

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sequent Planning, Llc	Kokomo	IN	06/2025	Present
Eltzeroth Services, Llc	Kokomo	IN	09/2024	Present
Integrity Home Improvement, Llc	Kokomo	IN	09/2021	09/2024
Samaritans Purse	Boone	NC	06/2019	09/2021
Integrity Home Improvement, Llc	Kokomo	IN	03/2015	09/2019

06/2025 → Present

Sequent Planning, Llc

Kokomo, IN
09/2024 → Present

Eltzeroth Services, Llc

Kokomo, IN
09/2021 → 09/2024

Integrity Home Improvement, Llc

Kokomo, IN
06/2019 → 09/2021

Samaritans Purse

Boone, NC
03/2015 → 09/2019

Integrity Home Improvement, Llc

Kokomo, IN

Other Businesses

1) Insurance Agent: Start Date: 11/2023 - Investment Related - Insurance lines of business: Health, Life- Hours/per week during trading and non-trading hours: 40. Duties included offering insurance products and services to clients and prospects.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-16

S65 Uniform Investment Adviser Law Examination

2025-05-16