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Weston Shepard

Sequent Planning, LLC

Omaha, NE

Fremont, NE

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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-05-22
  • NE RA
    APPROVED
    Since 2026-05-22

Branch Locations

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

Fremont, NE • 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
Midland University Fremont NE 08/2015 05/2019
Seim Johnson, Llp Omaha NE 07/2018 08/2018
Fremont Contract Carriers Fremont NE 05/2017 08/2018
Seim Johnson, Llp Omaha NE 07/2019 12/2021
Midland University Fremont NE 01/2022 Present
  • 08/2015 → 05/2019
    Midland University
    Fremont, NE
  • 07/2018 → 08/2018
    Seim Johnson, Llp
    Omaha, NE
  • 05/2017 → 08/2018
    Fremont Contract Carriers
    Fremont, NE
  • 07/2019 → 12/2021
    Seim Johnson, Llp
    Omaha, NE
  • 01/2022 → Present
    Midland University
    Fremont, NE
Other Businesses

1. Midland University; not investment-related; 900 N Clarkson St, Fremont, NE 68025; Private Non-Profit University; Controller; 01/2022; 160 hours/month; all during trading hours. 2. Futurity First Insurance Group; investment-related; Private Residence in Fremont, NE; Insurance Agency; Agent; 05/2026; TBD hours/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-17
  • S65 Uniform Investment Adviser Law Examination
    2026-02-17
Other Names
  • Wes Shepard

View on SEC IAPD

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