Chelsie Erin Jamison

Current Employers

Sequent Planning, Llc

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2025-10-08

KS RA
APPROVED

Since 2025-10-08

Branch Locations

300 W Douglas Ave Ste 150, Wichita, KS 67202 • United States

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

Organization	City	State	From	To
Sequent Planning, Llc	Wichita	KS	09/2025	Present
Inspired Advisors (The Turner Group Llc)	Wichita	KS	01/2020	Present
Walmart	El Dorado	KS	03/2018	01/2020
Braums	El Dorado	KS	07/2016	12/2017
Circle High School	Towanda	KS	08/2015	05/2019

09/2025 → Present

Sequent Planning, Llc

Wichita, KS
01/2020 → Present

Inspired Advisors (The Turner Group Llc)

Wichita, KS
03/2018 → 01/2020

Walmart

El Dorado, KS
07/2016 → 12/2017

Braums

El Dorado, KS
08/2015 → 05/2019

Circle High School

Towanda, KS

Other Businesses

Inspired Advisors; not investment-related; 300 W Douglas Ave, Ste 150, Wichita KS 68202; Insurance; Insurance Broker; 01/2020; 100 hours/month; 4 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-26

S65 Uniform Investment Adviser Law Examination

2025-09-26

Other Names

Chelsie Erin Tate

View on SEC IAPD

Current Employers

Sequent Planning, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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