Sequent Planning, LLC

Sequent Planning, LLC (CRD# 160381) is a financial advisory firm headquartered in Omaha, NE. They manage $127,949,031 in 1,317 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    1,317
    ACCOUNTS
  • Average Account Value
    $97,152
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

Financial Advisors at Sequent Planning, LLC
Showing 1 - 10 of 47 top financial advisors.
1
Mouzzam A. Abbasi
CRD#: 4404261
701 North Post Oak Road, Houston, TX 77024

Mouzzam Abbasi (CRD# 4404261) is an Investment Advisor Representative working at Sequent Planning, LLC in Houston, TX and has over 19 years of experience in the finance industry.

2
Rashid Akhtar
CRD#: 5990354
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Rashid Akhtar (CRD# 5990354) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 8 years of experience in the finance industry.

3
Scott A. Aschoff
CRD#: 3072002
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Scott Aschoff (CRD# 3072002) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 13 years of experience in the finance industry.

4
Matthew T. Bowling
CRD#: 5826917
Nashville, TN

Matthew Bowling (CRD# 5826917) is an Investment Advisor Representative working at Sequent Planning, LLC in Nashville, TN and has over 10 years of experience in the finance industry.

5
Thomas R. Bugbee
CRD#: 4994008
8501 E. Princess Drive, Suite 210, Scottsdale, AZ 85255

Thomas Bugbee (CRD# 4994008) is an Investment Advisor Representative working at Sequent Planning, LLC in Scottsdale, AZ and has over 15 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.

6
David W. Caccamo
CRD#: 1937345
809 Clearview Lane, Bethlehem, PA 18017

David Caccamo (CRD# 1937345) is an Investment Advisor Representative working at Sequent Planning, LLC in Bethlehem, PA and has over 31 years of experience in the finance industry.

7
Rexford K. Cattanach
CRD#: 6763506
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Rexford Cattanach (CRD# 6763506) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.

8
Michael D. Chochon
CRD#: 3203736
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Michael Chochon (CRD# 3203736) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.

9
Linda S. Clarkson
CRD#: 4200507
2581 Whittle Avenue, Medford, OR 97504

Linda Clarkson (CRD# 4200507) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 20 years of experience in the finance industry.

10
Alan J. Cohn
CRD#: 1150110
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Alan Cohn (CRD# 1150110) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.