SEQUENT PLANNING, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 160381). Regulatory assets under management: $589.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Richard Bert Reed | CHIEF COMPLIANCE OFFICER | — |
| Chelsea Kiehler | MANAGING PRINCIPAL; VICE PRESIDENT | — |
| Andrea Butler | CHIEF COMPLIANCE OFFICER | Omaha, NE |
| Michael Douglas Chochon | VICE PRESIDENT | — |
| CHOCHON MICHAEL DOUGLAS | VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| KLEINBERG MILTON | OWNER; PROXY HOLDER | — |
| REED RICHARD BERT | CHIEF COMPLIANCE OFFICER | — |
| Mark Thomas Hunter | PRINCIPAL/CORPORATE SIGNING AUTHORITY | — |