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 2 of 2

• Abid Ali KhanCRD 5486464 · Houston, TX
  IA RegisteredRegistration inactive
• Raymond Benjamin KnezekCRD 6966715 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Fields LeakeCRD 1513304 · Sugar Land, TX
  IA RegisteredRegistration inactive
• Donald Ray LillyCRD 5331918 · Salem, VA
  IA RegisteredRegistration inactive
• Todd Michael LuniewskiCRD 2451881 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Jesse R LeaxCRD 7703068 · Monroeville, PA
  IA RegisteredRegistration inactive
• Laura LunnCRD 7302233 · Palos Hills, IL
  IA Registered
• Daniel Roy MalcolmCRD 6274863 · Lansing, MI
  IA Registered
• Roger Dale MalcolmCRD 3002268 · Lockport, NY
  IA RegisteredRegistration inactive
• Melissa Nadine MlaskoCRD 5553386 · Medford, OR
  IA RegisteredRegistration inactive
• Michael Logan MorrowCRD 6327033 · Saratoga Springs, NY
  IA Registered
• Reed August MuehlmeyerCRD 8074273 · Albuquerque, NM
  IA Registered
• Lauren Michelle MichaelCRD 8274827 · Snohomish, WA
  IA Registered
• Michael Burton OhlemacherCRD 5759091 · Maumee, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brian L PenneyCRD 3051604 · Waddell, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Anthony Yulo PobladorCRD 2930520 · Marlton, NJ
  IA RegisteredRegistration inactive
• Stephanie Dawn PogueCRD 5076563 · Chesterfield, MO
  IA Registered
• James Carroll QuinnCRD 1466390 · Englewood, CO
  IA RegisteredRegistration inactive
• Michael Ray RitchieCRD 7891974 · Tomball, TX
  IA Registered
• Steven RohrigCRD 4259007 · Omaha, NE
  IA RegisteredRegistration inactive
• Stanley Daniel StanekCRD 6267827 · Breinigsville, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kristina Marie StetsonCRD 7854542 · Scottsdale, AZ
  IA Registered
• Christopher Sean SullivanCRD 1397857 · Bethel Island, CA
  IA RegisteredRegistration inactive
• Wendy Lynn SwansonCRD 7305096 · Omaha, NE
  IA Registered
• David Michael SwiderskiCRD 4167812 · Marlton, NJ
  IA RegisteredRegistration inactive
• Weston ShepardCRD 8258136 · Fremont, NE
  IA Registered
• Daniel Lee ShuckCRD 1287728 · Louisville, KY
  IA RegisteredRegistration inactive
• Tyler Ross SnowCRD 7690552 · Patrick Springs, VA
  IA Registered
• Collin SoucyCRD 8280698 · West Greenwich, RI
  IA Registered
• William Clay TuckerCRD 1576023 · Alpharetta, GA
  IA Registered
• Jacob Andrew TurnerCRD 4091026 · Wichita, KS
  IA RegisteredRegistration inactive
• David James VezinaCRD 2898565 · Freehold, NJ
  IA RegisteredRegistration inactive
• Mao Chang WangCRD 6234287 · Irvine, CA
  IA Registered
  Disclosure event(s) on record
• Kenneth Paul WinderCRD 5995877 · Idaho Falls, ID
  IA Registered
• Mitchell WoodsCRD 6714343 · Pittsburg, PA
  IA RegisteredRegistration inactive
• Dennis Eugene ZaderakaCRD 706589 · Phoenix, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Joseph ZeigerCRD 4434418 · Lansing, MI
  IA RegisteredRegistration inactive
• Sandra Lois ZiglarCRD 2923602 · Raleigh, NC
  IA RegisteredRegistration inactive
• Blake L ZinnCRD 6106735 · Brock, NE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Joel ZuidemaCRD 2980664 · Great Falls, MT
  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.