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Gina Faye Martin

Sequent Planning, LLC

Omaha, NE

Knoxville, IL

CRD 6112813

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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

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-18
  • IL RA
    APPROVED
    Since 2023-07-18

Branch Locations

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

110 S. Broad Street, Knoxville, IL 61448 • 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
Farmers Insurance Morton IL 02/2015 09/2021
Farmers Financial Solutions Morton IL 03/2015 09/2021
Gfdm Llc Knoxville IL 08/2017 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 10/2021 07/2023
Cambridge Investment Research, Inc. Fairfield IA 10/2021 07/2023
Sequent Planning, Llc Knoxville IL 07/2023 Present
  • 02/2015 → 09/2021
    Farmers Insurance
    Morton, IL
  • 03/2015 → 09/2021
    Farmers Financial Solutions
    Morton, IL
  • 08/2017 → Present
    Gfdm Llc
    Knoxville, IL
  • 10/2021 → 07/2023
    Fairfield, IA
  • 10/2021 → 07/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2023 → Present
    Knoxville, IL
Previous Registrations
  • 2021-10-13 → 2023-07-26
    Galesburg, IL
  • 2016-11-11 → 2020-03-02
    Farmers Financial Solutions, Llc
    Galesburg, IL
    Morton, IL
    Westlake Village, CA
  • 2014-06-09 → 2015-03-03
    Msi Financial Services, Inc.
    Galesburg, IL
Other Businesses

1) OSF ST MARY MEDICAL CENTER AUXILIARY, 3333 N SEMINARY ST GALESBURG IL 61401, 10/2021, BOARD MEMBER, MEDICAL ORGANIZATION, INV REL, 2 HR/MONTH 0 HR/MONTH TRADING 2) PINWHEEL INSURANCE & INVESTMENTS LLC, 825 N HENDERSON ST STE 2 GALESBURG IL 61401, 10/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 160 HR/MONTH 120 HR/MONTH TRADING 3) GFDM LLC, 825 N HENDERSON ST STE 2 GALESBURG IL 61401, 10/2021, OWNER, REAL ESTATE, NIR, 1 HR/MONTH 0 HR/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-13
S63 Uniform Securities Agent State Law Examination 2013-01-19
  • S65 Uniform Investment Adviser Law Examination
    2014-02-13
  • S63 Uniform Securities Agent State Law Examination
    2013-01-19
Other Names
  • Gina Faye Douglass

View on SEC IAPD

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