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Sequent Planning, LLC CRD 160381
$589M regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-21 |
Branch Locations
5124 S. 108Th Street, Hales Corners, WI 53130 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequent Planning Llc | Hales Corners | WI | 09/2021 | Present |
| Futurity First Insurance Group | Hales Corners | WI | 09/2021 | Present |
| Collins Financial | Milwaukee | WI | 01/2010 | Present |
1) INSURANCE AGENT - 9/2021 TO PRESENT. INVESTMENT RELATED. 5124 S. 108th Street, Hales Corners, WI 53130, . DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
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