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Current Employers
Sequent Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-10-22
  • KS RA
    APPROVED
    Since 2025-10-22

Branch Locations

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

Prairie Village, KS • 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
Senior Market Sales Omaha NE 09/2024 Present
Spring Venture Group Kansas City MO 12/2018 09/2024
Cd2 Learning Overland Park KS 11/2017 11/2018
Brandmuscle Chicago IL 07/2016 11/2018
  • 09/2024 → Present
    Senior Market Sales
    Omaha, NE
  • 12/2018 → 09/2024
    Spring Venture Group
    Kansas City, MO
  • 11/2017 → 11/2018
    Cd2 Learning
    Overland Park, KS
  • 07/2016 → 11/2018
    Brandmuscle
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13

View on SEC IAPD

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