Ashley Danielle Gardner

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

• 02/2023 → 06/2024
  First Command Brokerage Services
  Fort Worth, TX
• 06/2011 → 08/2022
  Leonard's Studio
  Fort Moore, GA
• 08/2022 → 02/2023
  Homemaker
  Columbus, GA
• 06/2024 → 10/2024
  First Command Brokerage Services
  Fort Worth, TX
• 06/2024 → 10/2024
  First Command Advisory Services
  Fort Worth, TX
• 06/2024 → 10/2024
  First Command Insurance Services
  Fort Worth, TX
• 10/2024 → Present
  Sequent Planning, Llc
  Columbus, GA
• 10/2024 → Present
  Futurity First Insurance Company
  Columbus, GA
• 09/2024 → 10/2024
  Insurance Supermarket Inc.
  Columbus, GA
• 07/2024 → 09/2024
  Homemaker
  Columbus, GA

Previous Registrations

• 2024-06-27 → 2024-07-31
  First Command Advisory Services
  Columbus, GA
  Fort Worth, TX

Other Businesses

1) INSURANCE AGENT - 10/2024 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. COLUMBUS, GA 31907.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-03
• S63 Uniform Securities Agent State Law Examination
  2023-12-18

Other Names

• Ashley Danielle Thomas
• Ashley Danielle Brown