Stephanie Dawn Pogue

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

• 09/2018 → Present
  Sequent Planning, Llc
  Omaha, NE
• 04/2014 → Present
  St. Louis Insurance Group, Llc
  Chesterfield, MO

Other Businesses

1) St. Louis Insurance Group - 04/2014 to Present. Owner and licensed Insurance Agent offering insurance products and services. Investment related business. 16100 Chesterfield Pkwy W., Suite 385, Chesterfield, MO 63017.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-04
• S63 Uniform Securities Agent State Law Examination
  2006-01-18

Other Names

• Stephanie D Pogue