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Sequent Planning, LLC CRD 160381
$589M regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
| MI | RA | APPROVED | 2024-08-20 |
Branch Locations
8897 Brighton Lane, Ste. 127, Bonita Springs, FL 34135 • United States
6964 Q Ave., Kalamazoo, MI 49024 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safeharbor Management Group (Smg) | Kalamazoo | MI | 01/2010 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 01/2020 | 08/2024 |
| Sequent Planning Llc | Bonita Springs | FL | 08/2024 | Present |
SAFEHARBOR MANAGEMENT GROUP (dba SMG). OWNER, PRESIDENT & INSURANCE AGENT SINCE 2008. INSURANCE AGENCY OFFERING GROUP INSURANCE, MEDICARE SUPPLEMENT, INDIVIDUAL HEALTH INSURANCE AND VOLUNTARY SUPPLEMENTAL INSURANCE PRODUCTS. APPROX. 30% OF TIME SPENT ON THIS ACTIVITY. INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-27 |
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