SEQUENT PLANNING, LLC
Tel: 402-953-3544 8420 West Dodge Road Suite 110 Omaha, Nebraska 68114
About SEQUENT PLANNING, LLC
SEQUENT PLANNING, LLC is a Omaha, Nebraska based financial advisory firm with nearly $373,438,734 in assets under management and provides investment advisory services for 4279 clients. There are currently 80 financial advisors at the firm.
General Information
Firm CRD#:
160381
Firm SEC#:
801-113971
Assets Under Management:
$373,438,734
No. of Clients:
4279
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
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