Sequent Planning

Sequent Planning

Financial Services, 8420 W Dodge Rd, Omaha, Nebraska, 68114, United States, 1-10 Employees

sequentplanning.com

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phone no Phone Number: +18*********

Who is SEQUENT PLANNING

Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment adviser representatives with everything they need to design holistic retirement plans that...

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  • 8420 W Dodge Rd, Omaha, Nebraska, 68114, United States Headquarters: 8420 W Dodge Rd, Omaha, Nebraska, 68114, United States
  • 2012 Date Founded: 2012
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8742 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from SEQUENT PLANNING

Sequent Planning Org Chart and Mapping

Employees

Rick Reed

Chief Compliance Officer

Anthony Fenner

Senior Operations Associate at Sequent Planning

Zale Dowlen

Investment Advisor Representative

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Frequently Asked Questions Regarding Sequent Planning

Answer: Sequent Planning's headquarters are located at 8420 W Dodge Rd, Omaha, Nebraska, 68114, United States

Answer: Sequent Planning's phone number is +18*********

Answer: Sequent Planning's official website is https://sequentplanning.com

Answer: Sequent Planning's revenue is $5 Million to $10 Million

Answer: Sequent Planning's SIC: 8742

Answer: Sequent Planning's NAICS: 523940

Answer: Sequent Planning has 1-10 employees

Answer: Sequent Planning is in Financial Services

Answer: Sequent Planning contact info: Phone number: +18********* Website: https://sequentplanning.com

Answer: Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment adviser representatives with everything they need to design holistic retirement plans that impact clients lives. Investment adviser representatives enjoy freedom as independent contractors but also structure, tools and processes that help them act in clients best interests. Through Sequent Plannings affiliation with Senior Market Sales, advisers also gain access to an expanse of retirement solutions, allowing all-in-one place efficiencies that help them better serve clients and grow their practices.

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