Robert William Herring

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:

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

Current Employers

Employment History

• 01/2024 → 04/2024
  Advisornet Wealth Partners
  Minnetonka, MN
• 08/2014 → Present
  Specialty Insurance Group
  Joplin, MO
• 09/2019 → 12/2019
  Healthnet
  Tigard, OR
• 02/2018 → 04/2018
  Gulick
  Vancouver, WA
• 09/2014 → 05/2017
  Portland State University
  Portland, OR
• 10/2025 → Present
  Sequent Planning, Llc
  Joplin, MO

Previous Registrations

• 2024-01-22 → 2024-04-22
  Advisornet Wealth Partners
  Joplin, MO
  Minnetonka, MN
  Tulsa, OK
• 2005-11-09 → 2006-08-07
  Paulson Investment Company Llc
  Portland, OR
  Lake Oswego, OR
  Portland, OR
• 2000-05-11 → 2002-07-18
  Morgan Stanley Dw Inc.
  Chesterfield, MO

Other Businesses

Specialty Insurance Group LLC; Not investment-related; Private residence in Joplin, MO; Insurance agency; President; 08/2014; 5-6 hours/month; 0 hours during trading; run insurance agency, service clients, sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-31
• S63 Uniform Securities Agent State Law Examination
  1990-11-16

Other Names

• Marten Bonn