Mao Chang Wang

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

• 02/2017 → Present
  Pdc Group
  Walnut, CA
• 04/2018 → Present
  Wang Dynasty International Incorporated Dba Hsp Insurance Agency
  Pasadena, CA
• 04/2015 → Present
  Hsp Wealth Management
  Pasadena, CA
• 07/2020 → 11/2021
  Gradient Advisors
  Arden Hills, MN
• 02/2023 → 04/2024
  Sierra Wealth Group
  Irvine, CA
• 06/2024 → Present
  Sequent Planning, Llc
  Irvine, CA

Previous Registrations

• 2023-02-22 → 2024-04-18
  Life Planning Advisors Llc
  Bigfork, MT
  Irvine, CA
• 2020-07-15 → 2021-11-08
  Gradient Advisors, Llc
  Santa Ana, CA
  Arden Hills, MN

Other Businesses

1) PDC Group, Not investment related, 1322 Calbourne Dr, Walnut, CA 91789, Firearm Parts Wholesale/Distribution, Co - Owner, 2/1/2017 start date, 5 hours a month, 0 hours during trading hours, Managing, buying and selling parts, working with customers. 2) HSP Advisors - DBA name for advisory services provided under Sequent Planning LLC. Owner. Investment related, 65 S Roosevelt Ave. Pasadena, CA 91107. 4/2/2015 to Present. 40 hours a month, 32 hours during trading hours. 3) Wang Dynasty International Inc DBA HSP Insurance Agency| Investment related | 65 S Roosevelt Ave. Pasadena, CA 91107 | Insurance, LTC, DI, Annuity, Life, Health, and Medicare sales, Insurance Rep, 4.2.2015, 4 hours a month, 0 hours during trading hours |Selling insurance, working with customers, networking| Owner, running the business, developing business plan as owner of insurance agency.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-07

Other Names

• Mark Wang