Financial ADVSR advisor directory · SEC adviser records
Sequent Planning, LLC financial advisors
Every SEC-registered investment adviser representative at Sequent Planning, LLC, by the state and city of the office they work from.
92 registered advisors work at Sequent Planning, LLC, in 27 states and 42 cities; the most are in Omaha, NE (43). 5 list the CFP designation and 0 are also registered broker representatives.
Search every Sequent Planning, LLC advisor by name →Who joined and left Sequent Planning, LLC →Sequent Planning, LLC: assets, clients and custodians →
Cities with the most Sequent Planning, LLC advisors
Omaha, NE 43Salem, VA 3Scottsdale, AZ 3Chesterfield, MO 2Houston, TX 2Lansing, MI 2Medford, OR 2Albuquerque, NM 1Alpharetta, GA 1Bethlehem, PA 1Bonita Springs, FL 1Breinigsville, PA 1Daytona Beach Shores, FL 1Dearborn, MI 1Farmington, NM 1Greer, SC 1Guthrie, OK 1Hales Corners, WI 1Hoover, AL 1Idaho Falls, ID 1Kokomo, IN 1La Grange Park, IL 1Leesburg, FL 1Marlton, NJ 1Maumee, OH 1Melbourne, FL 1Middletown, CT 1Midlothian, VA 1Monroeville, PA 1Oak Brook, IL 1
Sequent Planning, LLC advisors by state
Questions
How many financial advisors does Sequent Planning, LLC have?
92 investment adviser representatives are registered with Sequent Planning, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 27 states and 42 cities. 5 list the CFP designation and 0 are also registered as broker representatives.
Where does Sequent Planning, LLC have the most advisors?
Omaha, NE, with 43 registered advisors, then Salem, VA (3). By state, Nebraska has the most, with 43.
How do I find a Sequent Planning, LLC financial advisor near me?
Pick your state below, then your city, to see every Sequent Planning, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Sequent Planning, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →