SEQUENT PLANNING, LLC - Financial Advisor in Nebraska, Omaha

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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