Jeffrey Brent Groves

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

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

Current Employers

Sequent Planning, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Sequent Planning, Llc

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-23

S65 Uniform Investment Adviser Law Examination

2026-01-23

View on SEC IAPD