Sequent Planning, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

160381

SEC number

801-113971

Firm type

RIA

Assets under management

$589.5M as of May 27, 2026

Website

www.twitter.com/@SEQUENTPLANNING ↗

Phone

402-953-3544

Address

8420 West Dodge Road, Omaha, NE, 68114

Advisors at this firm

90 in our index · page 1 of 2

• Fraser Lawrence AllportCRD 1242844 · Daytona Beach Shores, FL
  IA Registered
  Disclosure event(s) on record
• Omar I BaadaraniCRD 5749488 · Dearborn, MI
  IA RegisteredRegistration inactive
• Jared L BakerCRD 5110876 · Omaha, NE
  IA RegisteredBroker
• James W BeranCRD 5180428 · La Grange Park, IL
  IA Registered
  Disclosure event(s) on record
• Brandon S BlankenshipCRD 5018492 · Hardy, VA
  IA Registered
  Disclosure event(s) on record
• Bernadette BroekCRD 7705390 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Jesse Alexander BrownfieldCRD 7489004 · Tampa, FL
  IA Registered
• Michael John BucknerCRD 2185642 · Centerville, OH
  IA Registered
• Brandon Chase BorganelliCRD 7522689 · Pensacola, FL
  IA Registered
• Jeff Marvin BridgesCRD 4642001 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Kevin Kenneth BrownCRD 7303075 · Glen Ellyn, IL
  IA Registered
• Andrea ButlerCRD 5065433 · Omaha, NE
  IA RegisteredRegistration inactive
• David Wayne CaccamoCRD 1937345 · Bethlehem, PA
  IA RegisteredRegistration inactive
• Kenneth James CappelliCRD 2504165 · Marlton, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew Philip CarpenterCRD 6116910 · Omaha, NE
  IA RegisteredRegistration inactive
• Leonardo Conceicao ChantreCRD 7185242 · Waltham, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Linda Sue ClarksonCRD 4200507 · Medford, OR
  IA Registered
• George Alan CrawfordCRD 1718830 · Midlothian, VA
  IA RegisteredRegistration inactive
• James Eugene CrooksCRD 8091553 · Richmond, VA
  IA Registered
• David Gregory CardenasCRD 6746778 · Rockford, IL
  IA RegisteredRegistration inactive
• Joseph CarterCRD 7822884 · Greer, SC
  IA Registered
• Hamid R ClarkCRD 6323862 · Mcdonough, GA
  IA Registered
• Christopher David CollinsCRD 7450716 · Hales Corners, WI
  IA Registered
  Disclosure event(s) on record
• David D CollinsCRD 7320155 · Houston, TX
  IA Registered
• Corey CooganCRD 8246209 · Salem, VA
  IA Registered
• Matthew De LucaCRD 8012737 · Tucson, AZ
  IA Registered
• Nathan Zale DowlenCRD 2629101 · Goodlettsville, TN
  IA Registered
• Waldemar Mark DziedzicCRD 2845611 · Middletown, CT
  IA Registered
• Andrew Walter EganCRD 6466141 · Oak Brook, IL
  IA RegisteredRegistration inactive
• Brian Phillip EltzerothCRD 8114968 · Kokomo, IN
  IA Registered
• Nathaniel J FacarazzoCRD 4727297 · Scottsdale, AZ
  IA Registered
• Anthony Thomas FennerCRD 7076593 · Omaha, NE
  IA Registered
• Stephen Morrell FosterCRD 3272732 · Prairie Village, KS
  IA RegisteredRegistration inactive
• Jill Janell FacarazzoCRD 7268312 · Scottsdale, AZ
  IA Registered
• Richard Andrew FischerCRD 7996021 · Jackson, WI
  IA Registered
• Heather Elaine FranklinCRD 7497639 · Leesburg, FL
  IA Registered
• Jose Luis GarciaCRD 2828322 · Bonita Springs, FL
  IA Registered
• Daniel Ethan GoodmanCRD 2229775 · Winchester, CA
  IA Registered
  Disclosure event(s) on record
• Ashley Danielle GardnerCRD 7700688 · Columbus, GA
  IA RegisteredRegistration inactive
• Jeffrey Brent GrovesCRD 8220061 · Farmington, NM
  IA Registered
• Robert William HerringCRD 2102471 · Joplin, MO
  IA Registered
  Disclosure event(s) on record
• Kyle William HiattCRD 3055130 · Omaha, NE
  IA Registered
• Robert Patterson HughesCRD 5661259 · Milton, FL
  IA RegisteredRegistration inactive
• Jack William Ross HaviceCRD 7172285 · Salem, VA
  IA Registered
• Mark Thomas HunterCRD 8151610 · Prairie Village, KS
  IA Registered
• Byron Richard IsonCRD 7988459 · Wesley Chapel, FL
  IA Registered
• Jerry Devon JohnsonCRD 1123678 · Brandon, FL
  IA RegisteredRegistration inactive
• Chelsie Erin JamisonCRD 8172604 · Wichita, KS
  IA Registered
• Chelsea KiehlerCRD 5711646 · Alpharetta, GA
  IA RegisteredRegistration inactive
• Galina Konstantinovna KovalCRD 4673089 · Stuart, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.