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
Richard Reed (CRD# 4611919) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 19 years of experience in the finance industry.
Jeffrey Riesberg (CRD# 5114917) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 18 years of experience in the finance industry.
Steven Rohrig (CRD# 4259007) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 23 years of experience in the finance industry.
Daniel Shuck (CRD# 1287728) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 39 years of experience in the finance industry.
William Tucker (CRD# 1576023) is an Investment Advisor Representative working at Sequent Planning, LLC in Alpharetta, GA and has over 33 years of experience in the finance industry.
John White (CRD# 465143) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 40 years of experience in the finance industry.
Kenneth Winder (CRD# 5995877) is an Investment Advisor Representative working at Sequent Planning, LLC in Idaho Falls, ID and has over 12 years of experience in the finance industry.
Sandra Ziglar (CRD# 2923602) is an Investment Advisor Representative working at Sequent Planning, LLC in Raleigh, NC and has over 26 years of experience in the finance industry.
Jared Baker (CRD# 5110876) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Joshua Benedict (CRD# 4930716) is an Investment Advisor Representative working at Sequent Planning, LLC in Windsor, CO and has over 17 years of experience in the finance industry.