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SEQUENT PLANNING, LLC

CRD 160381 · SEC 801-113971

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8420 WEST DODGE ROAD, SUITE 110, OMAHA, NE, 68114, United States

Phone

402-953-3544

Fax

402-953-3544

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$589.5M

Discretionary AUM

$528.4M

Team

102 total employees; 76 advisory reps; 13 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals5970$508.6M
High net worth individuals45$80.9M

States served

AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD