Jeff Marvin Bridges

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

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

Current Employers

Sequent Planning, Llc

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2020-09-08

NV RA
APPROVED

Since 2020-09-08

Branch Locations

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

Las Vegas, NV • 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

Organization	City	State	From	To
Woodmen Financial Services, Inc.	Omaha	NE	03/2003	07/2019
Securian Financial Services Inc	St Paul	MN	07/2019	08/2020
Sequent Planning, Llc	Las Vegas	NV	08/2020	Present

03/2003 → 07/2019

Woodmen Financial Services, Inc.

Omaha, NE
07/2019 → 08/2020

Securian Financial Services Inc

St Paul, MN
08/2020 → Present

Sequent Planning, Llc

Las Vegas, NV

Previous Registrations

2019-07-19 → 2020-08-25

Securian Financial Services, Inc.

Omaha, NE

Other Businesses

1) INSURANCE AGENT - 07/2004 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 10 HRS/MONTH SPENT ON THIS ACTIVITY, DURING TRADING HOURS. 4700 EL PRESIDENTE DR., LAS VEGAS, NV 89129.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-13
S65	Uniform Investment Adviser Law Examination	2006-11-03
S63	Uniform Securities Agent State Law Examination	2003-05-02

S66 Uniform Combined State Law Examination

2019-07-13
S65 Uniform Investment Adviser Law Examination

2006-11-03
S63 Uniform Securities Agent State Law Examination

2003-05-02

View on SEC IAPD