Best Investors Account Sign in
Inactive

Jeffrey Brent Groves

Sequent Planning, LLC

Farmington, NM

Omaha, NE

Claim This Profile
Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-02-17
  • NM RA
    APPROVED
    Since 2026-02-17

Branch Locations

707 N Dustin Ave., Farmington, NM 87401 • 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
OrganizationCityStateFromTo
Gottstein Management Group Sacramento CA 04/2017 02/2026
Groves Insurance Group, Inc. Farmington NM 03/2022 Present
Sequent Planning, Llc Farmington NM 02/2026 Present
Mesa Paintless Dent Repair Durango CO 01/2013 01/2020
  • 04/2017 → 02/2026
    Gottstein Management Group
    Sacramento, CA
  • 03/2022 → Present
    Groves Insurance Group, Inc.
    Farmington, NM
  • 02/2026 → Present
    Farmington, NM
  • 01/2013 → 01/2020
    Mesa Paintless Dent Repair
    Durango, CO
Other Businesses

Groves Insurance Group, Inc. 707 N Dustin Ave., Farmington, NM 87401 Insurance Agency Licensed Agent/CEO & President March 7, 2022 Work 40 hours a week between assisting clients with retirement benefits

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-23
  • S65 Uniform Investment Adviser Law Examination
    2026-01-23

View on SEC IAPD

More in Farmington, NM

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor