Principal/corporate Signing Authority · Sequent Planning, LLC
Mark T. Hunter
CRD 8151610 · Named on Form ADV at one SEC-registered adviser
At a glance
Sequent Planning, LLC, an SEC-registered wealth manager based in Omaha, NE with $589 million in regulatory assets, lists Mark T. Hunter on its Form ADV as Principal/corporate Signing Authority, a control person.
Firms and roles
- Sequent Planning, LLCPrincipal/corporate Signing AuthorityWealth manager · Omaha, NE · $589M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Chelsea KiehlerManaging Principal, Sequent Planning, LLC
- Andrea ButlerChief Compliance Officer, Sequent Planning, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.