Blake Zinn (CRD# 6106735) is an Investment Advisor Representative working at Sequent Planning, LLC in Brock, NE and has over 10 years of experience in the finance industry.
CRD# 2424644
Commonwealth Financial Network
CRD# 6370237
Primerica Advisors
CRD# 2408405
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequent Planning, LLC | Brock, NE | Jun 2020 - Current | 3 |
| Securities America, Inc. | Brock, NE | Oct 2018 - Apr 2020 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2017 - Oct 2018 | 1 |
| Northwestern Mutual Investment Services, LLC | Omaha, NE | Feb 2013 - Oct 2018 | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2012 - Oct 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
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Total Assets Under Management373MILLIONS
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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
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