Jeffrey Paul Riesberg

Current Employers

Employment History

• 03/2013 → 12/2018
  Allstate Insurance Company
  Omaha, NE
• 02/2019 → Present
  Sequent Planning, Llc
  Omaha, NE
• 03/2013 → 12/2018
  Allstate Financial Advisors, Llc
  Omaha, NE
• 02/2019 → Present
  Senior Market Sales
  Omaha, NE
• 12/2018 → 03/2020
  Uber
  Omaha, NE

Previous Registrations

• 2019-02-27 → 2024-08-16
  Sequent Planning, Llc
  Omaha, NE
• 2013-04-08 → 2018-12-05
  Allstate Financial Advisors, Llc
  La Vista, NE
• 2007-08-17 → 2011-12-20
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Bellevue, NE
  Fort Worth, TX
• 2007-08-17 → 2011-12-20
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

1) INSURANCE AGENT - 02/2012 TO PRESENT. INVESTMENT-RELATED. 8420 WEST DODGE ROAD, SUITE 110, OMAHA, NE 68114. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. HE SPENDS 20% OF HIS TIME ON THIS ACTIVITY, ALL DURING NORMAL BUSINESS HOURS. 2) SENIOR MARKET SALES - HOME OFFICE ADVISOR. 02/2012 TO PRESENT. INVESTMENT-RELATED. 8420 WEST DODGE ROAD, SUITE 110, OMAHA, NE 68114. DUTIES INCLUDE OFFERING ADVISORY SERVICES TO HOUSE ACCOUNTS. HE SPENDS 20% OF HIS TIME ON THIS ACTIVITY, ALL DURING NORMAL BUSINESS HOURS. 3) American Family Estate Preservation Inc. - Solicitor. 05/2023 to Present. Not investment related. Duties include referring advisory clients and prospects seeking Legal or Estate advice to American Family Estate Preservation Inc. and delivering contract to client. American Family Estate Preservation Inc. pays Jeff Riesberg a fee for each successful client referral. 2 hrs/month spent on this activity. Sequent Planning does not receive any direct or in-direct compensation from American Family Estate Preservation Inc. or Jeff Riesberg for clients or prospects referred to American Family Estate Preservation Inc. Clients are never obligated or required to purchase legal or estate products from or through American Family Estate Preservation Inc. and may choose any independent Attorney or Legal Services company to purchase such products. Sequent Planning, LLC is independent of and unaffiliated with American Family Estate Preservation Inc. and there is no employee relationship between the two entities. Sequent Planning has not performed any due diligence on American Family Estate Preservation Inc. and does not supervise or have any responsibility for American Family Estate Preservation Inc. or the delivery of legal or estate advice or services. 4) UBA Senior Health, LLC, not investment-related, Medicare agency, Owner, 1835 Saint James Road, Lincoln, NE 68506, He spends less than 5% of his time for this activity, all during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-14
• S63 Uniform Securities Agent State Law Examination
  2006-04-21

Other Names

• Jeff P. Riesberg
• Jeff Riesberg