Kristina Marie Stetson

Current Employers

Sequent Planning, Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-01-16

AZ RA
APPROVED

Since 2024-01-16

Branch Locations

8501 E. Princess Dr., #210, Scottsdale, AZ 85255 • 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

Organization	City	State	From	To
Sequent Planning, Llc	Scottsdale	AZ	01/2024	Present
Unemployed - Studying For Exam	Phoenix	AZ	10/2023	12/2023
Td Synnex	Gilbert	AZ	09/2019	09/2023
Insight	Tempe	AZ	01/2012	09/2019

01/2024 → Present

Sequent Planning, Llc

Scottsdale, AZ
10/2023 → 12/2023

Unemployed - Studying For Exam

Phoenix, AZ
09/2019 → 09/2023

Td Synnex

Gilbert, AZ
01/2012 → 09/2019

Insight

Tempe, AZ

Other Businesses

1) TURN TO STONE - OWNER. 5/2021 TO PRESENT. NOT INVESTMENT RELATED. SELLS GEMSTONES/COSTUME JEWELRY IN LOCKED CASE AT VINTAGE STORE. DUTIES INCLUDE RESTOCKING CASE WHEN NEEDED. SPEND APPROXIMATELY 2 HRS/MONTH ON THIS ACTIVITY. 12419 N. 28TH DR., PHOENIX, AZ 85029. 2) INSURANCE AGENT WITH FUTURITY FIRST INSURANCE GROUP - 2/2024 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 20% OF TIME IS SPENT ON THIS ACTIVITY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-07

S65 Uniform Investment Adviser Law Examination

2023-12-07

Other Names

Kristina Marie Johnson

View on SEC IAPD