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
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.
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.
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.
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.
David Caccamo (CRD# 1937345) is an Investment Advisor Representative working at Sequent Planning, LLC in Bethlehem, PA and has over 35 years of experience in the finance industry.
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.
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.
Andrew Egan (CRD# 6466141) is an Investment Advisor Representative working at Sequent Planning, LLC in Oak Brook, IL and has over 7 years of experience in the finance industry.
Nathaniel Facarazzo (CRD# 4727297) is an Investment Advisor Representative working at Sequent Planning, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry.
Kyle Gerber (CRD# 6970503) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 5 years of experience in the finance industry.