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
Melissa Mlasko (CRD# 5553386) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 8 years of experience in the finance industry.
Michael Nolan (CRD# 4985415) is an Investment Advisor Representative working at Sequent Planning, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Michael Ohlemacher (CRD# 5759091) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has 1 year of experience in the finance industry.
David Oldenburg (CRD# 4653469) is an Investment Advisor Representative working at Sequent Planning, LLC in Fond Du Lac, WI and has over 20 years of experience in the finance industry.
Stephanie Pogue (CRD# 5076563) is an Investment Advisor Representative working at Sequent Planning, LLC in Chesterfield, MO and has over 18 years of experience in the finance industry.
Richard Reed (CRD# 4611919) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 19 years of experience in the finance industry.
Jeffrey Riesberg (CRD# 5114917) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 17 years of experience in the finance industry.
Steven Rohrig (CRD# 4259007) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 23 years of experience in the finance industry.
Daniel Shuck (CRD# 1287728) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 39 years of experience in the finance industry.
William Tucker (CRD# 1576023) is an Investment Advisor Representative working at Sequent Planning, LLC in Alpharetta, GA and has over 33 years of experience in the finance industry.