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
Laura Lunn (CRD# 7302233) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Daniel Malcolm (CRD# 6274863) is an Investment Advisor Representative working at Sequent Planning, LLC in Lansing, MI and has over 10 years of experience in the finance industry.
Bruce Morrow (CRD# 2212480) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 32 years of experience in the finance industry.
Michael Morrow (CRD# 6327033) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
William Price (CRD# 2120032) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Benjamin Sellenraad (CRD# 7782435) is an Investment Advisor Representative working at Sequent Planning, LLC in South Lyon, MI and has 1 year of experience in the finance industry.
Kristina Stetson (CRD# 7854542) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Wendy Swanson (CRD# 7305096) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Randy Tennant (CRD# 6073146) is an Investment Advisor Representative working at Sequent Planning, LLC in Milwaukie, OR and has over 11 years of experience in the finance industry.
Christopher Winspear (CRD# 2962611) is an Investment Advisor Representative working at Sequent Planning, LLC in Las Vegas, NV and has over 14 years of experience in the finance industry.