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Kelly Bales

Sequent Planning, LLC

Medford, OR

Omaha, NE

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Current Employers
Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-07-23
  • OR RA
    APPROVED
    Since 2026-07-23

Branch Locations

516 Crater Lake Ave, Medford, OR 97504 • United States

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Safeway Corvallis OR 01/2017 06/2017
Unemployed Corvallis OR 06/2017 02/2018
Medicap Pharmacy Medford OR 02/2018 01/2020
Unemployed Medford OR 01/2020 04/2022
Asante Rogue Regional Medical Center Medford OR 04/2022 04/2024
Futurity Retirement Advisors/Ffig Medford OR 04/2024 Present
Unemployed Medford OR 07/2016 01/2017
  • 01/2017 → 06/2017
    Safeway
    Corvallis, OR
  • 06/2017 → 02/2018
    Unemployed
    Corvallis, OR
  • 02/2018 → 01/2020
    Medicap Pharmacy
    Medford, OR
  • 01/2020 → 04/2022
    Unemployed
    Medford, OR
  • 04/2022 → 04/2024
    Asante Rogue Regional Medical Center
    Medford, OR
  • 04/2024 → Present
    Futurity Retirement Advisors/Ffig
    Medford, OR
  • 07/2016 → 01/2017
    Unemployed
    Medford, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02

View on SEC IAPD

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