Richard Bert Reed

Employer firm

Forthright Capital CRD 323596

$108M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 09/2018
  Bancwest Investment Services
  Omaha, NE
• 07/2011 → 09/2018
  Bank Of The West
  Omaha, NE
• 09/2018 → 07/2025
  Sequent Planning, Llc
  Omaha, NE
• 10/2018 → 07/2025
  Sequent Planning, Llc
  Omaha, NE
• 08/2025 → Present
  Forthright Capital Advisory, Llc
  Las Vegas, NV
• 08/2025 → Present
  Forthright Capital Partners, Llc
  Las Vegas, NV

Previous Registrations

• 2018-11-08 → 2025-06-10
  Sequent Planning, Llc
  Omaha, NE
• 2011-07-11 → 2018-09-26
  Bancwest Investment Services, Inc.
  Omaha, NE
• 2008-11-21 → 2011-07-01
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 08/2025, 5 hours per month and 0 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-13
• S63 Uniform Securities Agent State Law Examination
  2004-06-09

Other Names

• Rick Bert Reed