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Kyle William Hiatt

Sequent Planning, LLC

Omaha, NE

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Current Employers
Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-07-30
  • NE RA
    APPROVED
    Since 2025-07-30

Branch Locations

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orion Advisor Solutions Omaha NE 08/1997 10/2023
Intention.lY King Of Prussia PA 11/2023 02/2025
Self Omaha NE 03/2025 07/2025
Senior Market Sales Omaha NE 07/2025 Present
  • 08/1997 → 10/2023
    Orion Advisor Solutions
    Omaha, NE
  • 11/2023 → 02/2025
    Intention.lY
    King Of Prussia, PA
  • 03/2025 → 07/2025
    Self
    Omaha, NE
  • 07/2025 → Present
    Senior Market Sales
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-13
S66 Uniform Combined State Law Examination 1999-09-13
  • S65 Uniform Investment Adviser Law Examination
    2020-06-13
  • S66 Uniform Combined State Law Examination
    1999-09-13

View on SEC IAPD

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