Sequent Planning, LLC
Sequent Planning, LLC (CRD# 160381) is a financial advisory firm headquartered in Omaha, NE. They manage $373,438,734 in 4,279 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management373MILLION
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Total Number of Accounts4,279ACCOUNTS
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Average Account Value$87,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Chelsea Kiehler (CRD# 5711646) is an Investment Advisor Representative working at Sequent Planning, LLC in Alpharetta, GA and has over 14 years of experience in the finance industry.
William Leake (CRD# 1513304) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 37 years of experience in the finance industry.
Todd Luniewski (CRD# 2451881) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 30 years of experience in the finance industry.
Gina Martin (CRD# 6112813) is an Investment Advisor Representative working at Sequent Planning, LLC in Galesburg, IL and has over 11 years of experience in the finance industry.
Melissa Mlasko (CRD# 5553386) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 9 years of experience in the finance industry.
Michael Nolan (CRD# 4985415) is an Investment Advisor Representative working at Sequent Planning, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Michael Ohlemacher (CRD# 5759091) is an Investment Advisor Representative working at Sequent Planning, LLC in Maumee, OH and has 1 year of experience in the finance industry.
David Oldenburg (CRD# 4653469) is an Investment Advisor Representative working at Sequent Planning, LLC in Fond Du Lac, WI and has over 20 years of experience in the finance industry.
Stephanie Pogue (CRD# 5076563) is an Investment Advisor Representative working at Sequent Planning, LLC in Chesterfield, MO and has over 18 years of experience in the finance industry.
James Quinn (CRD# 1466390) is an Investment Advisor Representative working at Sequent Planning, LLC in Englewood, CO and has over 31 years of experience in the finance industry.