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).

By the Numbers
  • Total Assets Under Management
    373
    MILLION
  • Total Number of Accounts
    4,279
    ACCOUNTS
  • Average Account Value
    $87,272
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sequent Planning, LLC
Showing 1 - 10 of 59 top financial advisors.
1
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 16 years of experience in the finance industry.

2
Timothy W. Barnum
CRD#: 2093736
Louisville, KY

Timothy Barnum (CRD# 2093736) is an Investment Advisor Representative working at Sequent Planning, LLC in Louisville, KY and has over 32 years of experience in the finance industry.

3
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 13 years of experience in the finance industry.

4
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 18 years of experience in the finance industry.

5
John C. Buser
CRD#: 1678723
8420 West Dodge Road, Suite 110, Omaha, NE 68114

John Buser (CRD# 1678723) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 23 years of experience in the finance industry.

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 34 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 7 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 7 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 23 years of experience in the finance industry.

10
Antony K. Devassy
CRD#: 1107705
16612 W. 159th Street, Suite 204, Lockport, IL 60441

Antony Devassy (CRD# 1107705) is an Investment Advisor Representative working at Sequent Planning, LLC in Lockport, IL and has over 40 years of experience in the finance industry.

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