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Financial ADVSR advisor directory · SEC adviser records

Sequent Planning, LLC financial advisors in Michigan

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

3 registered advisors work at Sequent Planning, LLC in Michigan, out of 92 nationwide; it's the firm's number 6 state by advisors, and the most are in Lansing (2). 0 list the CFP designation and 0 are also registered broker representatives.

Sequent Planning, LLC advisors by city in Michigan

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Lansing 2Dearborn 1

Sequent Planning, LLC advisors in Michigan, 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 4Illinois 3Pennsylvania 3Texas 3

Questions

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

3 investment adviser representatives are registered at Sequent Planning, LLC offices in Michigan, 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 Michigan does Sequent Planning, LLC have the most advisors?

Lansing, with 2, then Dearborn (1). Sequent Planning, LLC has advisors in 2 cities in Michigan.

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

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.