# SEQUENT PLANNING, LLC

SEQUENT PLANNING, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 160381
- Type: SEC-registered investment adviser
- SEC file number: 801-113971
- Location: 8420 WEST DODGE ROAD, SUITE 110, OMAHA, NE, 68114
- Phone: 402-953-3544
- Latest filing: 2026-05-27
- Regulatory AUM: $589.5M
- Discretionary AUM: $528.4M
- Non-discretionary AUM: $61.0M
- Clients: 102
- Accounts: 6,015

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160381/similar
- Related entities: https://search.stillhousedata.com/firm/160381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160381

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.