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).

Current Firm Details
8420 West Dodge Road, Suite 110, Omaha, NE 68114
http://www.sequentplanning.com
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 31 - 40 of 50 top financial advisors.
31
Jeff Bridges, financial advisor Omaha NE
Jeff M. Bridges
CRD#: 4642001
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Jeff Bridges (CRD# 4642001) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 20 years of experience in the finance industry.

32
Bernadette Broek, financial advisor Scottsdale AZ
Bernadette Broek
CRD#: 7705390
8501 E. Princess Dr., Suite 210, Scottsdale, AZ 85255

Bernadette Broek (CRD# 7705390) is an Investment Advisor Representative working at Sequent Planning, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

33
Kevin Brown, financial advisor Omaha NE
Kevin K. Brown
CRD#: 7303075
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Kevin Brown (CRD# 7303075) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.

34
Michael Buckner, financial advisor Maineville OH
Michael J. Buckner
CRD#: 2185642
Maineville, OH

Michael Buckner (CRD# 2185642) is an Investment Advisor Representative working at Sequent Planning, LLC in Maineville, OH and has over 32 years of experience in the finance industry.

35
Christopher Collins, financial advisor Hales Corners WI
Christopher D. Collins
CRD#: 7450716
5124 S. 108th Street, Hales Corners, WI 53130

Christopher Collins (CRD# 7450716) is an Investment Advisor Representative working at Sequent Planning, LLC in Hales Corners, WI and has over 3 years of experience in the finance industry.

36
Nathan Dowlen, financial advisor Omaha NE
Nathan Z. Dowlen
CRD#: 2629101
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Nathan Dowlen (CRD# 2629101) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has 1 year of experience in the finance industry.

37
Larry Dykes, financial advisor Indianapolis IN
Larry W. Dykes
CRD#: 1025566
1050 East 86th Street, Suite 55-c, Indianapolis, IN 46240

Larry Dykes (CRD# 1025566) is an Investment Advisor Representative working at Sequent Planning, LLC in Indianapolis, IN and has over 41 years of experience in the finance industry.

38
Jill Facarazzo, financial advisor Scottsdale AZ
Jill J. Facarazzo
CRD#: 7268312
8501 E. Princess Drive, Suite 210, Scottsdale, AZ 85255

Jill Facarazzo (CRD# 7268312) is an Investment Advisor Representative working at Sequent Planning, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

39
Heather Franklin, financial advisor Omaha NE
Heather E. Franklin
CRD#: 7497639
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Heather Franklin (CRD# 7497639) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 2 years of experience in the finance industry.

40
Laura Lunn, financial advisor Omaha NE
Laura Lunn
CRD#: 7302233
8420 West Dodge Road, Suite 110, Omaha, NE 68114

Laura Lunn (CRD# 7302233) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 3 years of experience in the finance industry.

PREV ... 1 2 3 4 5 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals