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RIA / WealthAdvisorCertified Financial Planner24 years in industry

JOSEPH EDWARD ELSASSER

Advisor at ADAPTIVE ADVICE, LLC

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2b0a2341-3fbc-046c-80eb-9f4e43359870

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADAPTIVE ADVICE, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 26, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S65
First exam: Nov 26, 2001
First registration: Jan 1, 2002
Dual registered: no
Other names: JOE ELSASSER
IAPD individual key: 4474692

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADAPTIVE ADVICE, LLC	State registered	Aug 25, 2020	n/a	yes	OMAHA, NE	Current employment
SEQUENT PLANNING, LLC	Independent wealth	Feb 6, 2012	Oct 21, 2020	no	OMAHA, NE	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Oct 17, 2008	Feb 4, 2012	no	OMAHA, NE\|WHEATON, IL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jan 1, 2002	Jan 7, 2003	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEQUENT PLANNING, LLC	ADAPTIVE ADVICE, LLC	Oct 21, 2020	Aug 25, 2020	-57	Firm change after gap	RIA to state RIA
BROOKSTONE CAPITAL MANAGEMENT LLC	SEQUENT PLANNING, LLC	Feb 4, 2012	Feb 6, 2012	2	Firm change	Other
EQUITABLE ADVISORS, LLC	BROOKSTONE CAPITAL MANAGEMENT LLC	Jan 7, 2003	Oct 17, 2008	2,110	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
160381:310529:NE:2020-10-21	Oct 21, 2020	Aug 25, 2020	OMAHA, NE	Firm change after gap

Relationships

Registered with (4)

→ ADAPTIVE ADVICE, LLCRegistered adviserregistration: current employment
Aug 25, 2020 to presentfactForm ADV
→ SEQUENT PLANNING, LLCRegistered adviserregistration: previous registration
Feb 6, 2012 to Oct 21, 2020factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 17, 2008 to Feb 4, 2012factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 1, 2002 to Jan 7, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b0a2341-3fbc-046c-80eb-9f4e43359870
First observed: Jan 1, 2002
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOSEPH EDWARD ELSASSER

Advisor at ADAPTIVE ADVICE, LLC

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2b0a2341-3fbc-046c-80eb-9f4e43359870

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ADAPTIVE ADVICE, LLC

State registered

Aug 25, 2020

n/a

yes

OMAHA, NE

Current employment

SEQUENT PLANNING, LLC

Independent wealth

Feb 6, 2012

Oct 21, 2020

OMAHA, NE

Previous registration

BROOKSTONE CAPITAL MANAGEMENT LLC

Independent wealth

Oct 17, 2008

Feb 4, 2012

OMAHA, NE|WHEATON, IL

Previous registration

EQUITABLE ADVISORS, LLC

National bd RIA

Jan 1, 2002

Jan 7, 2003

OMAHA, NE

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SEQUENT PLANNING, LLC

ADAPTIVE ADVICE, LLC

Oct 21, 2020

Aug 25, 2020

-57

Firm change after gap

RIA to state RIA

BROOKSTONE CAPITAL MANAGEMENT LLC

SEQUENT PLANNING, LLC

Feb 4, 2012

Feb 6, 2012

Firm change

Other

EQUITABLE ADVISORS, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

Jan 7, 2003

Oct 17, 2008

2,110

Firm change after gap

Other

Team

Left

Joined

From

Kind

160381:310529:NE:2020-10-21

Oct 21, 2020

Aug 25, 2020

OMAHA, NE

Firm change after gap