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
No Advisor Found.
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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.

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