SEQUENT PLANNING, LLC

SEQUENT PLANNING, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 160381). Regulatory assets under management: $589.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

Officers, owners & control persons (8)

NameRoleLocation
Richard Bert ReedCHIEF COMPLIANCE OFFICER—
Chelsea KiehlerMANAGING PRINCIPAL; VICE PRESIDENT—
Andrea ButlerCHIEF COMPLIANCE OFFICEROmaha, NE
Michael Douglas ChochonVICE PRESIDENT—
CHOCHON MICHAEL DOUGLASVICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER—
KLEINBERG MILTONOWNER; PROXY HOLDER—
REED RICHARD BERTCHIEF COMPLIANCE OFFICER—
Mark Thomas HunterPRINCIPAL/CORPORATE SIGNING AUTHORITY—

Branch offices (50)

Showing 15 of 50 offices.

CityStateEmployeesPhone
SCOTTSDALEAZ6602-365-0233
SCOTTSDALEAZ6602-365-0233
MARLTONNJ3(917) 544-9849
MARLTONNJ3(917) 544-9849
PITTSBURGHPA2412-838-9647
HOUSTONTX2(713) 955-7482
HOUSTONTX2(713) 955-7482
ALPHARETTAGA2402-343-3693
MEDFORDOR2541-973-2100
SALEMVA2540-380-8335
PITTSBURGHPA2412-838-9647
WICHITAKS2(316) 530-3863
PALOS HILLSIL2(630) 669-5088
SALEMVA2540-380-8335
ALPHARETTAGA2402-343-3693

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