Financial ADVSR advisor directory · SEC adviser records
Sequent Planning, LLC financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Sequent Planning, LLC office in Omaha, A to Z.
43 registered advisors work at Sequent Planning, LLC in Omaha, out of 92 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Sequent Planning, LLC advisors in Omaha, A to Z
Every Sequent Planning, LLC advisor →- Jared L. BakerInvestment adviser rep
- Brandon C. BorganelliInvestment adviser rep
- Matthew T. BowlingInvestment adviser rep
- Jeff M. BridgesInvestment adviser rep
- Bernadette BroekInvestment adviser rep
- Jesse A. BrownfieldInvestment adviser rep
- Michael J. Buckner Jr.Chartered Financial Consultant
- Andrea ButlerInvestment adviser rep
- Kenneth J. CappelliInvestment adviser rep
- Andrew P. CarpenterInvestment adviser rep
- Leonardo C. ChantreInvestment adviser rep
- James E. Crooks Jr.Investment adviser rep
- Matthew De LucaInvestment adviser rep
- Andrew C. ElmoreInvestment adviser rep
- Jill J. FacarazzoInvestment adviser rep
- Anthony T. FennerInvestment adviser rep
- Richard A. FischerInvestment adviser rep
- Ashley D. GardnerInvestment adviser rep
- Christopher C. HammInvestment adviser rep
- Corby E. HansenInvestment adviser rep
- Kyle W. HiattInvestment adviser rep
- Robert P. Hughes Jr.Investment adviser rep
- Mark T. HunterInvestment adviser rep
- Byron R. IsonInvestment adviser rep
- Jerry D. JohnsonCertified Financial Planner
- Abid A. KhanInvestment adviser rep
- William F. LeakeInvestment adviser rep
- Todd M. LuniewskiInvestment adviser rep
- Roger D. MalcolmInvestment adviser rep
- Gina F. MartinInvestment adviser rep
- Lauren M. MichaelInvestment adviser rep
- Brian L. PenneyInvestment adviser rep
- Jacob V. RichardsInvestment adviser rep
- Steven RohrigChartered Financial Consultant
- Weston ShepardInvestment adviser rep
- Daniel L. ShuckCertified Financial Planner, Chartered Financial Consultant
- Tyler R. SnowInvestment adviser rep
- Christopher S. SullivanCertified Financial Planner
- Wendy L. SwansonInvestment adviser rep
- David J. VezinaInvestment adviser rep
- Mao Chang WangInvestment adviser rep
- Blake L. ZinnInvestment adviser rep
- Daniel J. ZuidemaInvestment adviser rep
Sequent Planning, LLC advisors in every city and state →Sequent Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sequent Planning, LLC advisors in other cities
Salem, 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 1
Other firms in Omaha
All Omaha advisors →Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 32
Questions
How many financial advisors does Sequent Planning, LLC have in Omaha?
43 investment adviser representatives are registered at Sequent Planning, LLC offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 92 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Sequent Planning, LLC one of the largest advisor employers in Omaha?
Sequent Planning, LLC ranks number 10 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a Sequent Planning, LLC advisor in Omaha?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.