SEQUENT PLANNING, LLC

8420 West Dodge Road
Suite 110
Omaha, Nebraska 68114
Tel: 402-953-3544

About SEQUENT PLANNING, LLC

SEQUENT PLANNING, LLC, formally registered with the SEC as SEQUENT PLANNING, LLC. The firm was established in 09/10/2018. They have over 33 offices throughout the country.

SEQUENT PLANNING, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $373,438,734 assets under management, offering retirement planning & investment advisory services to 4279 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160381
SEC#	801-113971
Assets Managed by Firm	$373,438,734
No. of Clients	4279
No. of Advisors	80

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4279	$373,438,734
Individuals (other than high net worth individuals)	4255	$325,798,438
High net worth individuals	24	$47,640,296

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