Sequent Planning, LLC
Sequent Planning, LLC (CRD# 160381) is a financial advisory firm headquartered in Omaha, NE. They manage $248,155,987 in 3,117 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management248MILLION
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Total Number of Accounts3,117ACCOUNTS
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Average Account Value$79,614
- 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
Christopher Apana (CRD# 6337416) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 8 years of experience in the finance industry.
Scott Aschoff (CRD# 3072002) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 16 years of experience in the finance industry.
Timothy Barnum (CRD# 2093736) is an Investment Advisor Representative working at Sequent Planning, LLC in Louisville, KY and has over 31 years of experience in the finance industry.
Curtis Bohm (CRD# 5157812) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 16 years of experience in the finance industry.
Matthew Bowling (CRD# 5826917) is an Investment Advisor Representative working at Sequent Planning, LLC in Nashville, TN and has over 12 years of experience in the finance industry.
Thomas Bugbee (CRD# 4994008) is an Investment Advisor Representative working at Sequent Planning, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. Thomas Bugbee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Buser (CRD# 1678723) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 22 years of experience in the finance industry.
David Caccamo (CRD# 1937345) is an Investment Advisor Representative working at Sequent Planning, LLC in Bethlehem, PA and has over 34 years of experience in the finance industry.
Rexford Cattanach (CRD# 6763506) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 6 years of experience in the finance industry.
Michael Chochon (CRD# 3203736) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 6 years of experience in the finance industry.