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 21 - 30 of 59 top financial advisors.
21
Melissa N. Mlasko
CRD#: 5553386
2581 Whittle Avenue, Medford, OR 97504

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.

22
Michael P. Nolan
CRD#: 4985415
9849 Manchester Rd., Saint Louis, MO 63119

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.

23
Michael B. Ohlemacher
CRD#: 5759091
8420 West Dodge Road, Suite 110, Omaha, NE 68114

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.

24
David J. Oldenburg
CRD#: 4653469
976 E. Johnson Street, #1000, Fond Du Lac, WI 54935

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.

25
Stephanie D. Pogue
CRD#: 5076563
16100 Chesterfield Pkwy W., Suite 385, Chesterfield, MO 63017

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.

26
Richard B. Reed
CRD#: 4611919
8420 West Dodge Road, Suite 110, Omaha, NE 68114

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.

27
Jeffrey P. Riesberg
CRD#: 5114917
8420 West Dodge Road, Suite 110, Omaha, NE 68114

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.

28
Steven Rohrig
CRD#: 4259007
8420 West Dodge Road, Suite 110, Omaha, NE 68114

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.

29
Daniel L. Shuck
CRD#: 1287728
8420 West Dodge Road, Suite 110, Omaha, NE 68114

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.

30
William C. Tucker
CRD#: 1576023
2650 Holcomb Bridge Rd., Suite 630, Alpharetta, GA 30022

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.

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