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Financial ADVSR advisor directory · SEC adviser records

Sequent Planning, LLC financial advisors in Illinois

Every SEC-registered investment adviser representative at a Sequent Planning, LLC office in Illinois, by city and A to Z.

3 registered advisors work at Sequent Planning, LLC in Illinois, out of 92 nationwide; it's the firm's number 5 state by advisors, and the most are in La Grange Park (1). 0 list the CFP designation and 0 are also registered broker representatives.

Sequent Planning, LLC advisors by city in Illinois

Every firm in Illinois →

La Grange Park 1Oak Brook 1Palos Hills 1

Sequent Planning, LLC advisors in Illinois, A to Z

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Sequent Planning, LLC advisors in every state →Sequent Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sequent Planning, LLC in other states

Nebraska 43Florida 5Virginia 5Arizona 4Michigan 3Pennsylvania 3Texas 3

Questions

How many Sequent Planning, LLC financial advisors are in Illinois?

3 investment adviser representatives are registered at Sequent Planning, LLC offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 92 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Illinois does Sequent Planning, LLC have the most advisors?

La Grange Park, with 1, then Oak Brook (1). Sequent Planning, LLC has advisors in 3 cities in Illinois.

How do I check a Sequent Planning, LLC advisor in Illinois?

Each advisor below 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. Advisors are listed at the city of the Sequent Planning, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.