Nelson Toney Sebra
Investment adviser representative at Insight Folios
11 yearsExperience
3 statesRegistered in
$331.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Insight FoliosMay 2025 to now
- Nts Consulting Inc.Jun 2021 to now
- Reverse FreedomApr 2021 to now
- Mutual of OmahaApr 2020 to Apr 2021
- Synergy OneOct 2018 to Apr 2021
- FairwayFeb 2018 to Oct 2018
- UnemployedSep 2017 to Feb 2018
- Symetra FinancialDec 2015 to Sep 2017
- Symetra Securities Inc.Jan 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, UT).
Insight Folios
Legal name: Insight Folios Inc
$331.3MAssets managed
1,228Clients
19Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4440888
- Firm CRD
- 174411